Patten Group’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 |
-3,647
| Closed | -$1.19M | – | 186 |
|
|
2019
Q4 | $1.19M | Sell |
3,647
-53
| -1% | -$17.3K | 0.44% | 70 |
|
|
2019
Q3 | $1.41M | Sell |
3,700
-55
| -1% | -$20.9K | 0.57% | 50 |
|
|
2019
Q2 | $1.37M | Buy |
3,755
+111
| +3% | +$40.4K | 0.56% | 57 |
|
|
2019
Q1 | $1.39M | Sell |
3,644
-108
| -3% | -$41.2K | 0.6% | 54 |
|
|
2018
Q4 | $1.21M | Buy |
3,752
+190
| +5% | +$61.3K | 0.57% | 50 |
|
|
2018
Q3 | $1.33M | Sell |
3,562
-30
| -0.8% | -$11.2K | 0.51% | 53 |
|
|
2018
Q2 | $1.21M | Sell |
3,592
-1,675
| -32% | -$562K | 0.48% | 65 |
|
|
2018
Q1 | $1.73M | Sell |
5,267
-185
| -3% | -$60.7K | 0.71% | 38 |
|
|
2017
Q4 | $1.61M | Sell |
5,452
-500
| -8% | -$147K | 0.64% | 45 |
|
|
2017
Q3 | $1.51M | Sell |
5,952
-50
| -0.8% | -$12.7K | 0.61% | 48 |
|
|
2017
Q2 | $1.43M | Sell |
6,002
-357
| -6% | -$84.9K | 0.58% | 51 |
|
|
2017
Q1 | $1.14M | Buy |
6,359
+100
| +2% | +$17.9K | 0.49% | 59 |
|
|
2016
Q4 | $1.05M | Sell |
6,259
-2,615
| -29% | -$439K | 0.47% | 62 |
|
|
2016
Q3 | $1.18M | Sell |
8,874
-6,325
| -42% | -$843K | 0.56% | 53 |
|
|
2016
Q2 | $1.97M | Sell |
15,199
-760
| -5% | -$98.7K | 0.92% | 29 |
|
|
2016
Q1 | $2.03M | Sell |
15,959
-1,225
| -7% | -$156K | 0.96% | 26 |
|
|
2015
Q4 | $2.48M | Sell |
17,184
-1,750
| -9% | -$253K | 1.19% | 18 |
|
|
2015
Q3 | $2.48M | Sell |
18,934
-1,456
| -7% | -$191K | 1.28% | 14 |
|
|
2015
Q2 | $2.83M | Sell |
20,390
-1,500
| -7% | -$208K | 1.34% | 13 |
|
|
2015
Q1 | $3.29M | Sell |
21,890
-1,201
| -5% | -$180K | 1.68% | 11 |
|
|
2014
Q4 | $3M | Buy |
+23,091
| New | +$3M | 1.46% | 14 |
|