Groesbeck Investment 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 |
-1,741
| Closed | -$567K | – | 77 |
|
|
2019
Q4 | $567K | Sell |
1,741
-600
| -26% | -$195K | 0.42% | 70 |
|
|
2019
Q3 | $891K | Buy |
2,341
+200
| +9% | +$76.1K | 0.67% | 47 |
|
|
2019
Q2 | $779K | Buy |
2,141
+6
| +0.3% | +$2.18K | 0.63% | 49 |
|
|
2019
Q1 | $814K | Buy |
2,135
+1,435
| +205% | +$547K | 0.62% | 48 |
|
|
2018
Q4 | $226K | Buy |
+700
| New | +$226K | 0.19% | 88 |
|
|
2016
Q3 | – | Sell |
-15,370
| Closed | -$2M | – | 106 |
|
|
2016
Q2 | $2M | Hold |
15,370
| – | – | 1.46% | 26 |
|
|
2016
Q1 | $1.95M | Buy |
+15,370
| New | +$1.95M | 1.4% | 28 |
|