Karpas Strategies’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-968
| Closed | -$206K | – | 124 |
|
|
2021
Q3 | $206K | Sell |
968
-50
| -5% | -$10.6K | 0.07% | 116 |
|
|
2021
Q2 | $244K | Hold |
1,018
| – | – | 0.09% | 106 |
|
|
2021
Q1 | $259K | Hold |
1,018
| – | – | 0.1% | 104 |
|
|
2020
Q4 | $218K | Buy |
+1,018
| New | +$218K | 0.09% | 118 |
|
|
2020
Q1 | – | Sell |
-1,018
| Closed | -$332K | – | 116 |
|
|
2019
Q4 | $332K | Hold |
1,018
| – | – | 0.12% | 97 |
|
|
2019
Q3 | $387K | Hold |
1,018
| – | – | 0.16% | 87 |
|
|
2019
Q2 | $371K | Hold |
1,018
| – | – | 0.15% | 88 |
|
|
2019
Q1 | $388K | Hold |
1,018
| – | – | 0.16% | 86 |
|
|
2018
Q4 | $328K | Hold |
1,018
| – | – | 0.15% | 85 |
|
|
2018
Q3 | $379K | Hold |
1,018
| – | – | 0.16% | 90 |
|
|
2018
Q2 | $342K | Hold |
1,018
| – | – | 0.15% | 93 |
|
|
2018
Q1 | $334K | Hold |
1,018
| – | – | 0.15% | 92 |
|
|
2017
Q4 | $300K | Hold |
1,018
| – | – | 0.13% | 95 |
|
|
2017
Q3 | $259K | Hold |
1,018
| – | – | 0.11% | 104 |
|
|
2017
Q2 | $201K | Buy |
+1,018
| New | +$201K | 0.09% | 116 |
|