Hotaling Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,575
| Closed | -$1.58M | – | 124 |
|
|
2021
Q2 | $1.58M | Buy |
6,575
+57
| +0.9% | +$13.7K | 0.64% | 60 |
|
|
2021
Q1 | $1.66M | Buy |
+6,518
| New | +$1.66M | 0.75% | 45 |
|
|
2020
Q1 | – | Sell |
-706
| Closed | -$230K | – | 98 |
|
|
2019
Q4 | $230K | Buy |
706
+74
| +12% | +$24.1K | 0.13% | 103 |
|
|
2019
Q3 | $240K | Buy |
632
+12
| +2% | +$4.56K | 0.15% | 94 |
|
|
2019
Q2 | $226K | Sell |
620
-22
| -3% | -$8.02K | 0.15% | 105 |
|
|
2019
Q1 | $245K | Sell |
642
-40
| -6% | -$15.3K | 0.17% | 105 |
|
|
2018
Q4 | $220K | Buy |
+682
| New | +$220K | 0.18% | 103 |
|