Godshalk Welsh Capital Management’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 |
-1,385
| Closed | -$451K | – | 99 |
|
|
2019
Q4 | $451K | Hold |
1,385
| – | – | 0.37% | 81 |
|
|
2019
Q3 | $527K | Buy |
1,385
+85
| +7% | +$32.3K | 0.47% | 74 |
|
|
2019
Q2 | $473K | Buy |
1,300
+20
| +2% | +$7.28K | 0.44% | 78 |
|
|
2019
Q1 | $488K | Sell |
1,280
-450
| -26% | -$172K | 0.47% | 78 |
|
|
2018
Q4 | $558K | Sell |
1,730
-40
| -2% | -$12.9K | 0.62% | 60 |
|
|
2018
Q3 | $658K | Sell |
1,770
-50
| -3% | -$18.6K | 0.64% | 59 |
|
|
2018
Q2 | $611K | Sell |
1,820
-50
| -3% | -$16.8K | 0.64% | 63 |
|
|
2018
Q1 | $613K | Hold |
1,870
| – | – | 0.66% | 61 |
|
|
2017
Q4 | $551K | Sell |
1,870
-100
| -5% | -$29.5K | 0.56% | 71 |
|
|
2017
Q3 | $501K | Sell |
1,970
-100
| -5% | -$25.4K | 0.5% | 75 |
|
|
2017
Q2 | $409K | Hold |
2,070
| – | – | 0.41% | 86 |
|
|
2017
Q1 | $366K | Hold |
2,070
| – | – | 0.36% | 94 |
|
|
2016
Q4 | $322K | Sell |
2,070
-800
| -28% | -$124K | 0.33% | 100 |
|
|
2016
Q3 | $378K | Sell |
2,870
-200
| -7% | -$26.3K | 0.39% | 91 |
|
|
2016
Q2 | $418K | Sell |
3,070
-50
| -2% | -$6.81K | 0.44% | 87 |
|
|
2016
Q1 | $396K | Sell |
3,120
-100
| -3% | -$12.7K | 0.41% | 91 |
|
|
2015
Q4 | $466K | Hold |
3,220
| – | – | 0.49% | 84 |
|
|
2015
Q3 | $422K | Sell |
3,220
-100
| -3% | -$13.1K | 0.46% | 86 |
|
|
2015
Q2 | $461K | Sell |
3,320
-450
| -12% | -$62.5K | 0.47% | 83 |
|
|
2015
Q1 | $566K | Hold |
3,770
| – | – | 0.58% | 71 |
|
|
2014
Q4 | $490K | Buy |
+3,770
| New | +$490K | 0.45% | 82 |
|