Kovitz Investment Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $86.2M | Sell |
595,978
-17,419
| -3% | -$2.52M | 5.31% | 3 |
|
|
2015
Q3 | $80.3M | Sell |
613,397
-134
| -0% | -$17.5K | 4.68% | 6 |
|
|
2015
Q2 | $85.1M | Sell |
613,531
-21,582
| -3% | -$2.99M | 4.73% | 2 |
|
|
2015
Q1 | $95.3M | Buy |
635,113
+13,577
| +2% | +$2.04M | 5.23% | 2 |
|
|
2014
Q4 | $80.8M | Buy |
621,536
+88,023
| +16% | +$11.4M | 3.98% | 3 |
|
|
2014
Q3 | $67.9M | Buy |
533,513
+61,118
| +13% | +$7.78M | 3.48% | 8 |
|
|
2014
Q2 | $60.1M | Sell |
472,395
-26,169
| -5% | -$3.33M | 3.13% | 11 |
|
|
2014
Q1 | $48.3M | Buy |
498,564
+23,611
| +5% | +$2.29M | 2.48% | 16 |
|
|
2013
Q4 | $64.8M | Sell |
474,953
-100,536
| -17% | -$13.7M | 2.95% | 15 |
|
|
2013
Q3 | $67.6M | Buy |
575,489
+8,278
| +1% | +$973K | 3.28% | 11 |
|
|
2013
Q2 | $58.1M | Buy |
+567,211
| New | +$58.1M | 2.98% | 15 |
|