Harvey Investment Company’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 |
-700
| Closed | -$228K | – | 83 |
|
|
2019
Q4 | $228K | Hold |
700
| – | – | 0.04% | 81 |
|
|
2019
Q3 | $266K | Hold |
700
| – | – | 0.04% | 79 |
|
|
2019
Q2 | $255K | Hold |
700
| – | – | 0.04% | 76 |
|
|
2019
Q1 | $267K | Hold |
700
| – | – | 0.05% | 75 |
|
|
2018
Q4 | $226K | Hold |
700
| – | – | 0.04% | 78 |
|
|
2018
Q3 | $260K | Hold |
700
| – | – | 0.05% | 77 |
|
|
2018
Q2 | $235K | Hold |
700
| – | – | 0.04% | 80 |
|
|
2018
Q1 | $230K | Hold |
700
| – | – | 0.04% | 80 |
|
|
2017
Q4 | $206K | Buy |
+700
| New | +$206K | 0.04% | 82 |
|