Summit Asset Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-673
| Closed | -$219K | – | 112 |
|
|
2019
Q4 | $219K | Hold |
673
| – | – | 0.09% | 110 |
|
|
2019
Q3 | $256K | Hold |
673
| – | – | 0.12% | 94 |
|
|
2019
Q2 | $245K | Hold |
673
| – | – | 0.12% | 94 |
|
|
2019
Q1 | $257K | Sell |
673
-50
| -7% | -$19.1K | 0.13% | 91 |
|
|
2018
Q4 | $233K | Hold |
723
| – | – | 0.13% | 84 |
|
|
2018
Q3 | $269K | Hold |
723
| – | – | 0.12% | 86 |
|
|
2018
Q2 | $243K | Sell |
723
-16
| -2% | -$5.38K | 0.12% | 93 |
|
|
2018
Q1 | $242K | Hold |
739
| – | – | 0.12% | 95 |
|
|
2017
Q4 | $218K | Buy |
+739
| New | +$218K | 0.1% | 101 |
|