Rockefeller Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $500K | Hold |
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|
2017
Q3 | $431K | Buy |
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|
2017
Q2 | $264K | Buy |
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|
2017
Q1 | $120K | Hold |
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|
2016
Q4 | $106K | Buy |
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|
2016
Q3 | $40K | Hold |
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|
2016
Q2 | $39K | Sell |
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|
2016
Q1 | $601K | Hold |
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|
2015
Q4 | $685K | Sell |
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|
2015
Q3 | $1.19M | Sell |
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|
2015
Q2 | $1.52M | Sell |
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|
2015
Q1 | $2.02M | Buy |
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|
2014
Q4 | $1.73M | Sell |
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|
2014
Q3 | $2.37M | Sell |
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|
2014
Q2 | $2.43M | Sell |
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|
2014
Q1 | $3.04M | Sell |
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|
2013
Q4 | $3.69M | Sell |
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|
2013
Q3 | $4.57M | Sell |
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|
2013
Q2 | $7.15M | Buy |
|