Newman & Schimel’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-920
| Closed | -$202K | – | 52 |
|
|
2021
Q3 | $202K | Sell |
920
-54
| -6% | -$11.9K | 0.13% | 44 |
|
|
2021
Q2 | $233K | Sell |
974
-59
| -6% | -$14.1K | 0.15% | 42 |
|
|
2021
Q1 | $263K | Buy |
1,033
+54
| +6% | +$13.7K | 0.18% | 41 |
|
|
2020
Q4 | $210K | Buy |
+979
| New | +$210K | 0.17% | 43 |
|