Kanaly Trust’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $864K | Buy |
5,553
+214
| +4% | +$33.3K | 0.18% | 56 |
|
|
2016
Q3 | $703K | Buy |
5,339
+331
| +7% | +$43.6K | 0.15% | 77 |
|
|
2016
Q2 | $650K | Buy |
5,008
+272
| +6% | +$35.3K | 0.13% | 84 |
|
|
2016
Q1 | $601K | Sell |
4,736
-5,528
| -54% | -$702K | 0.12% | 87 |
|
|
2015
Q4 | $1.48M | Sell |
10,264
-987
| -9% | -$143K | 0.3% | 40 |
|
|
2015
Q3 | $1.47M | Buy |
11,251
+109
| +1% | +$14.3K | 0.32% | 38 |
|
|
2015
Q2 | $1.55M | Buy |
11,142
+3,180
| +40% | +$441K | 0.31% | 41 |
|
|
2015
Q1 | $1.2M | Buy |
7,962
+2,532
| +47% | +$380K | 0.23% | 57 |
|
|
2014
Q4 | $706K | Sell |
5,430
-93
| -2% | -$12.1K | 0.14% | 78 |
|
|
2014
Q3 | $704K | Sell |
5,523
-102
| -2% | -$13K | 0.14% | 81 |
|
|
2014
Q2 | $716K | Sell |
5,625
-983
| -15% | -$125K | 0.13% | 89 |
|
|
2014
Q1 | $829K | Buy |
6,608
+33
| +0.5% | +$4.14K | 0.16% | 81 |
|
|
2013
Q4 | $897K | Buy |
6,575
+1,000
| +18% | +$136K | 0.18% | 73 |
|
|
2013
Q3 | $654K | Buy |
+5,575
| New | +$654K | 0.19% | 50 |
|