Gilbert & Cook’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-982
| Closed | -$320K | – | 129 |
|
|
2019
Q4 | $320K | Buy |
982
+80
| +9% | +$26.1K | 0.08% | 95 |
|
|
2019
Q3 | $343K | Buy |
902
+30
| +3% | +$11.4K | 0.1% | 80 |
|
|
2019
Q2 | $317K | Sell |
872
-2
| -0.2% | -$727 | 0.09% | 80 |
|
|
2019
Q1 | $334K | Buy |
874
+181
| +26% | +$69.2K | 0.1% | 72 |
|
|
2018
Q4 | $223K | Buy |
693
+45
| +7% | +$14.5K | 0.08% | 86 |
|
|
2018
Q3 | $241K | Sell |
648
-48
| -7% | -$17.9K | 0.07% | 85 |
|
|
2018
Q2 | $234K | Buy |
+696
| New | +$234K | 0.08% | 80 |
|