Gideon Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,248
| Closed | -$920K | – | 198 |
|
|
2016
Q1 | $920K | Buy |
+7,248
| New | +$920K | 1.15% | 21 |
|
|
2015
Q3 | – | Sell |
-7,552
| Closed | -$1.05M | – | 219 |
|
|
2015
Q2 | $1.05M | Sell |
7,552
-12,820
| -63% | -$1.78M | 0.43% | 87 |
|
|
2015
Q1 | $3.06M | Buy |
20,372
+17,059
| +515% | +$2.56M | 1.23% | 11 |
|
|
2014
Q4 | $431K | Sell |
3,313
-11,014
| -77% | -$1.43M | 0.2% | 130 |
|
|
2014
Q3 | $1.83M | Sell |
14,327
-11,750
| -45% | -$1.5M | 0.71% | 38 |
|
|
2014
Q2 | $3.32M | Buy |
+26,077
| New | +$3.32M | 1.2% | 15 |
|
|
2014
Q1 | – | Sell |
-42,859
| Closed | -$5.85M | – | 206 |
|
|
2013
Q4 | $5.85M | Buy |
+42,859
| New | +$5.85M | 3.47% | 2 |
|