Hamilton Point Investment Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-909
| Closed | -$346K | – | 73 |
|
2019
Q3 | $346K | Hold |
909
| – | – | 0.14% | 63 |
|
2019
Q2 | $331K | Buy |
909
+52
| +6% | +$18.9K | 0.14% | 63 |
|
2019
Q1 | $327K | Hold |
857
| – | – | 0.15% | 63 |
|
2018
Q4 | $276K | Buy |
857
+21
| +3% | +$6.76K | 0.14% | 67 |
|
2018
Q3 | $311K | Hold |
836
| – | – | 0.15% | 66 |
|
2018
Q2 | $280K | Hold |
836
| – | – | 0.14% | 67 |
|
2018
Q1 | $274K | Hold |
836
| – | – | 0.14% | 66 |
|
2017
Q4 | $247K | Hold |
836
| – | – | 0.13% | 68 |
|
2017
Q3 | $213K | Buy |
+836
| New | +$213K | 0.12% | 74 |
|