Jacobus Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,713
| Closed | -$217K | – | 217 |
|
|
2016
Q1 | $217K | Buy |
1,713
+78
| +5% | +$9.88K | 0.06% | 194 |
|
|
2015
Q4 | $236K | Hold |
1,635
| – | – | 0.07% | 192 |
|
|
2015
Q3 | $214K | Sell |
1,635
-75
| -4% | -$9.82K | 0.06% | 196 |
|
|
2015
Q2 | $237K | Sell |
1,710
-230
| -12% | -$31.9K | 0.06% | 202 |
|
|
2015
Q1 | $291K | Hold |
1,940
| – | – | 0.08% | 177 |
|
|
2014
Q4 | $252K | Buy |
1,940
+265
| +16% | +$34.4K | 0.07% | 182 |
|
|
2014
Q3 | $213K | Buy |
1,675
+175
| +12% | +$22.3K | 0.06% | 201 |
|
|
2014
Q2 | $191K | Hold |
1,500
| – | – | 0.05% | 215 |
|
|
2014
Q1 | $188K | Buy |
1,500
+155
| +12% | +$19.4K | 0.05% | 219 |
|
|
2013
Q4 | $184K | Hold |
1,345
| – | – | 0.05% | 220 |
|
|
2013
Q3 | $158K | Buy |
+1,345
| New | +$158K | 0.06% | 194 |
|