Shikiar Asset Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-57,638
| Closed | -$15M | – | 73 |
|
|
2023
Q4 | $15M | Buy |
57,638
+1,760
| +3% | +$459K | 4.65% | 6 |
|
|
2023
Q3 | $10.7M | Sell |
55,878
-435
| -0.8% | -$83.4K | 3.73% | 7 |
|
|
2023
Q2 | $11.9M | Buy |
56,313
+1,785
| +3% | +$377K | 3.83% | 6 |
|
|
2023
Q1 | $11.6M | Buy |
+54,528
| New | +$11.6M | 4.12% | 5 |
|
|
2016
Q4 | – | Sell |
-2,500
| Closed | -$329K | – | 106 |
|
|
2016
Q3 | $329K | Sell |
2,500
-650
| -21% | -$85.5K | 0.15% | 88 |
|
|
2016
Q2 | $409K | Sell |
3,150
-6,650
| -68% | -$863K | 0.18% | 81 |
|
|
2016
Q1 | $1.24M | Sell |
9,800
-16,115
| -62% | -$2.05M | 0.57% | 36 |
|
|
2015
Q4 | $3.75M | Sell |
25,915
-1,470
| -5% | -$213K | 1.82% | 20 |
|
|
2015
Q3 | $3.59M | Sell |
27,385
-19,245
| -41% | -$2.52M | 1.85% | 20 |
|
|
2015
Q2 | $6.47M | Sell |
46,630
-3,115
| -6% | -$432K | 2.95% | 11 |
|
|
2015
Q1 | $7.47M | Buy |
+49,745
| New | +$7.47M | 3.25% | 10 |
|