Richard C. Young & Co’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-19,955
| Closed | -$7.61M | – | 66 |
|
|
2019
Q1 | $7.61M | Sell |
19,955
-480
| -2% | -$183K | 1.45% | 31 |
|
|
2018
Q4 | $6.59M | Sell |
20,435
-327
| -2% | -$105K | 1.41% | 27 |
|
|
2018
Q3 | $7.72M | Sell |
20,762
-527
| -2% | -$196K | 1.47% | 26 |
|
|
2018
Q2 | $7.14M | Sell |
21,289
-367
| -2% | -$123K | 1.44% | 27 |
|
|
2018
Q1 | $7.1M | Sell |
21,656
-19,303
| -47% | -$6.33M | 1.41% | 30 |
|
|
2017
Q4 | $12.1M | Buy |
40,959
+107
| +0.3% | +$31.6K | 2.28% | 15 |
|
|
2017
Q3 | $10.4M | Buy |
40,852
+425
| +1% | +$108K | 1.97% | 20 |
|
|
2017
Q2 | $8M | Buy |
40,427
+863
| +2% | +$171K | 1.57% | 27 |
|
|
2017
Q1 | $7M | Buy |
39,564
+2,078
| +6% | +$368K | 1.38% | 35 |
|
|
2016
Q4 | $5.84M | Buy |
37,486
+2,428
| +7% | +$378K | 1.23% | 37 |
|
|
2016
Q3 | $4.62M | Sell |
35,058
-88
| -0.3% | -$11.6K | 1% | 40 |
|
|
2016
Q2 | $4.56M | Hold |
35,146
| – | – | 1.01% | 39 |
|
|
2016
Q1 | $4.46M | Buy |
35,146
+1,238
| +4% | +$157K | 1% | 39 |
|
|
2015
Q4 | $4.9M | Buy |
33,908
+1,910
| +6% | +$276K | 1.12% | 40 |
|
|
2015
Q3 | $4.19M | Buy |
31,998
+73
| +0.2% | +$9.56K | 1.04% | 43 |
|
|
2015
Q2 | $4.43M | Buy |
31,925
+721
| +2% | +$100K | 1% | 43 |
|
|
2015
Q1 | $4.68M | Buy |
31,204
+929
| +3% | +$139K | 1.02% | 43 |
|
|
2014
Q4 | $3.94M | Buy |
+30,275
| New | +$3.94M | 0.83% | 46 |
|