Montrusco Bolton Investments’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-732
| Closed | -$145K | – | 69 |
|
2017
Q2 | $145K | Buy |
+732
| New | +$145K | 0.01% | 76 |
|
2014
Q3 | – | Sell |
-6,740
| Closed | -$858K | – | 79 |
|
2014
Q2 | $858K | Sell |
6,740
-630
| -9% | -$80.2K | 0.05% | 74 |
|
2014
Q1 | $925K | Buy |
7,370
+50
| +0.7% | +$6.28K | 0.07% | 71 |
|
2013
Q4 | $999K | Sell |
7,320
-2,080
| -22% | -$284K | 0.07% | 69 |
|
2013
Q3 | $1.1M | Buy |
+9,400
| New | +$1.1M | 0.08% | 66 |
|