SGCA
Steel Grove Capital Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,075
| Closed | -$992K | – | 133 |
|
|
2018
Q4 | $992K | Buy |
3,075
+240
| +8% | +$77.4K | 0.14% | 140 |
|
|
2018
Q3 | $1.05M | Sell |
2,835
-87
| -3% | -$32.3K | 0.15% | 128 |
|
|
2018
Q2 | $980K | Hold |
2,922
| – | – | 0.16% | 127 |
|
|
2018
Q1 | $958K | Sell |
2,922
-286
| -9% | -$93.8K | 0.15% | 133 |
|
|
2017
Q4 | $946K | Sell |
3,208
-29,470
| -90% | -$8.69M | 0.14% | 133 |
|
|
2017
Q3 | $8.31M | Sell |
32,678
-3,959
| -11% | -$1.01M | 1.5% | 9 |
|
|
2017
Q2 | $7.25M | Sell |
36,637
-305
| -0.8% | -$60.3K | 1.28% | 15 |
|
|
2017
Q1 | $6.53M | Buy |
36,942
+2,655
| +8% | +$470K | 1.15% | 24 |
|
|
2016
Q4 | $5.34M | Buy |
34,287
+847
| +3% | +$132K | 1.07% | 24 |
|
|
2016
Q3 | $4.41M | Buy |
+33,440
| New | +$4.41M | 1% | 37 |
|