SMFS
Squar Milner Financial Services’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,044
| Closed | -$375K | – | 20 |
|
|
2020
Q2 | $375K | Buy |
2,044
+1,600
| +360% | +$294K | 0.21% | 125 |
|
|
2020
Q1 | $66K | Sell |
444
-433
| -49% | -$64.4K | 0.04% | 331 |
|
|
2019
Q4 | $285K | Sell |
877
-348
| -28% | -$113K | 0.14% | 148 |
|
|
2019
Q3 | $202K | Buy |
1,225
+398
| +48% | +$65.6K | 0.1% | 212 |
|
|
2019
Q2 | $301K | Sell |
827
-122
| -13% | -$44.4K | 0.2% | 115 |
|
|
2019
Q1 | $361K | Sell |
949
-68
| -7% | -$25.9K | 0.27% | 86 |
|
|
2018
Q4 | $328K | Hold |
1,017
| – | – | 0.32% | 79 |
|
|
2018
Q3 | $378K | Sell |
1,017
-866
| -46% | -$322K | 0.34% | 72 |
|
|
2018
Q2 | $632K | Sell |
1,883
-39
| -2% | -$13.1K | 0.56% | 37 |
|
|
2018
Q1 | $630K | Sell |
1,922
-76
| -4% | -$24.9K | 0.8% | 36 |
|
|
2017
Q4 | $681K | Buy |
+1,998
| New | +$681K | 0.82% | 30 |
|