Independent Portfolio Consultants’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $730K | Sell |
3,690
-2,929
| -44% | -$579K | 0.3% | 104 |
|
|
2017
Q1 | $1.17M | Buy |
6,619
+6,564
| +11,935% | +$1.16M | 0.4% | 57 |
|
|
2016
Q4 | $9K | Buy |
+55
| New | +$9K | ﹤0.01% | 709 |
|
|
2016
Q2 | – | Sell |
-335
| Closed | -$43K | – | 729 |
|
|
2016
Q1 | $43K | Sell |
335
-575
| -63% | -$73.8K | 0.01% | 593 |
|
|
2015
Q4 | $132K | Buy |
910
+120
| +15% | +$17.4K | 0.04% | 404 |
|
|
2015
Q3 | $103K | Sell |
790
-260
| -25% | -$33.9K | 0.02% | 450 |
|
|
2015
Q2 | $146K | Buy |
1,050
+25
| +2% | +$3.48K | 0.03% | 422 |
|
|
2015
Q1 | $154K | Buy |
1,025
+66
| +7% | +$9.92K | 0.03% | 406 |
|
|
2014
Q4 | $125K | Buy |
959
+126
| +15% | +$16.4K | 0.03% | 456 |
|
|
2014
Q3 | $106K | Buy |
+833
| New | +$106K | 0.03% | 537 |
|