Mar Vista Investment Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,921
| Closed | -$509K | – | 52 |
|
|
2016
Q2 | $509K | Hold |
3,921
| – | – | 0.03% | 39 |
|
|
2016
Q1 | $498K | Hold |
3,921
| – | – | 0.03% | 40 |
|
|
2015
Q4 | $567K | Sell |
3,921
-963
| -20% | -$139K | 0.03% | 40 |
|
|
2015
Q3 | $640K | Hold |
4,884
| – | – | 0.04% | 38 |
|
|
2015
Q2 | $678K | Hold |
4,884
| – | – | 0.04% | 38 |
|
|
2015
Q1 | $733K | Sell |
4,884
-2,893
| -37% | -$434K | 0.04% | 39 |
|
|
2014
Q4 | $1.01M | Buy |
7,777
+392
| +5% | +$51K | 0.06% | 38 |
|
|
2014
Q3 | $941K | Sell |
7,385
-137,748
| -95% | -$17.6M | 0.06% | 40 |
|
|
2014
Q2 | $18.5M | Sell |
145,133
-38,032
| -21% | -$4.84M | 1.15% | 28 |
|
|
2014
Q1 | $23M | Buy |
183,165
+7,772
| +4% | +$975K | 1.32% | 30 |
|
|
2013
Q4 | $23.9M | Buy |
175,393
+116
| +0.1% | +$15.8K | 1.39% | 25 |
|
|
2013
Q3 | $20.6M | Buy |
175,277
+16,145
| +10% | +$1.9M | 1.41% | 24 |
|
|
2013
Q2 | $16.3M | Buy |
+159,132
| New | +$16.3M | 1.06% | 28 |
|