Oakwood Capital Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,093
| Closed | -$2.7M | – | 47 |
|
|
2019
Q3 | $2.7M | Buy |
7,093
+5
| +0.1% | +$1.9K | 1.19% | 36 |
|
|
2019
Q2 | $2.58M | Buy |
+7,088
| New | +$2.58M | 1.11% | 36 |
|
|
2016
Q2 | – | Sell |
-4,130
| Closed | -$524K | – | 74 |
|
|
2016
Q1 | $524K | Sell |
4,130
-200
| -5% | -$25.4K | 0.14% | 62 |
|
|
2015
Q4 | $626K | Hold |
4,330
| – | – | 0.17% | 63 |
|
|
2015
Q3 | $567K | Buy |
4,330
+19
| +0.4% | +$2.49K | 0.16% | 65 |
|
|
2015
Q2 | $598K | Buy |
+4,311
| New | +$598K | 0.16% | 68 |
|