Mountain Capital Investment Advisors’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 |
-1,056
| Closed | -$350K | – | 44 |
|
|
2019
Q4 | $350K | Sell |
1,056
-344
| -25% | -$114K | 0.16% | 30 |
|
|
2019
Q3 | $533K | Sell |
1,400
-368
| -21% | -$140K | 0.47% | 21 |
|
|
2019
Q2 | $589K | Buy |
1,768
+1,014
| +134% | +$338K | 0.55% | 20 |
|
|
2019
Q1 | $288K | Buy |
754
+9
| +1% | +$3.44K | 0.31% | 30 |
|
|
2018
Q4 | $240K | Sell |
745
-145
| -16% | -$46.7K | 0.33% | 27 |
|
|
2018
Q3 | $331K | Buy |
890
+4
| +0.5% | +$1.49K | 0.32% | 28 |
|
|
2018
Q2 | $297K | Buy |
+886
| New | +$297K | 0.29% | 30 |
|
|
2018
Q1 | – | Sell |
-991
| Closed | -$292K | – | 35 |
|
|
2017
Q4 | $292K | Hold |
991
| – | – | 0.28% | 29 |
|
|
2017
Q3 | $252K | Hold |
991
| – | – | 0.22% | 29 |
|
|
2017
Q2 | $196K | Buy |
+991
| New | +$196K | 0.19% | 36 |
|