Kavar Capital Partners Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-895
| Closed | -$292K | – | 118 |
|
|
2019
Q4 | $292K | Buy |
895
+115
| +15% | +$37.5K | 0.11% | 108 |
|
|
2019
Q3 | $297K | Sell |
780
-25
| -3% | -$9.52K | 0.12% | 108 |
|
|
2019
Q2 | $293K | Buy |
805
+50
| +7% | +$18.2K | 0.12% | 101 |
|
|
2019
Q1 | $288K | Buy |
+755
| New | +$288K | 0.13% | 103 |
|
|
2018
Q4 | – | Sell |
-559
| Closed | -$208K | – | 106 |
|
|
2018
Q3 | $208K | Hold |
559
| – | – | 0.1% | 101 |
|
|
2018
Q2 | $188K | Hold |
559
| – | – | 0.09% | 109 |
|
|
2018
Q1 | $183K | Buy |
+559
| New | +$183K | 0.1% | 110 |
|
|
2016
Q1 | – | Sell |
-564
| Closed | -$81K | – | 121 |
|
|
2015
Q4 | $81K | Hold |
564
| – | – | 0.05% | 141 |
|
|
2015
Q3 | $73K | Buy |
564
+30
| +6% | +$3.88K | 0.05% | 152 |
|
|
2015
Q2 | $74K | Buy |
+534
| New | +$74K | 0.05% | 159 |
|
|
2014
Q2 | – | Sell |
-636
| Closed | -$79K | – | 148 |
|
|
2014
Q1 | $79K | Buy |
636
+112
| +21% | +$13.9K | 0.07% | 170 |
|
|
2013
Q4 | $71K | Buy |
+524
| New | +$71K | 0.06% | 171 |
|