Northern Capital Management (Wisconsin)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $937K | Buy |
2,905
+1,445
| +99% | +$466K | 0.25% | 117 |
|
|
2018
Q3 | $543K | Hold |
1,460
| – | – | 0.12% | 147 |
|
|
2018
Q2 | $490K | Buy |
+1,460
| New | +$490K | 0.12% | 148 |
|
|
2014
Q1 | – | Sell |
-4,325
| Closed | -$590K | – | 150 |
|
|
2013
Q4 | $590K | Sell |
4,325
-1,825
| -30% | -$249K | 0.31% | 91 |
|
|
2013
Q3 | $723K | Hold |
6,150
| – | – | 0.42% | 72 |
|
|
2013
Q2 | $630K | Buy |
+6,150
| New | +$630K | 0.39% | 76 |
|