Tandem Investment Advisors’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 |
-634
| Closed | -$206K | – | 64 |
|
|
2019
Q4 | $206K | Buy |
634
+37
| +6% | +$12K | 0.03% | 65 |
|
|
2019
Q3 | $227K | Sell |
597
-40
| -6% | -$15.2K | 0.04% | 57 |
|
|
2019
Q2 | $232K | Sell |
637
-90
| -12% | -$32.8K | 0.04% | 60 |
|
|
2019
Q1 | $277K | Sell |
727
-46
| -6% | -$17.5K | 0.06% | 59 |
|
|
2018
Q4 | $249K | Sell |
773
-11
| -1% | -$3.54K | 0.06% | 62 |
|
|
2018
Q3 | $291K | Buy |
784
+34
| +5% | +$12.6K | 0.08% | 53 |
|
|
2018
Q2 | $252K | Hold |
750
| – | – | 0.08% | 54 |
|
|
2018
Q1 | $246K | Sell |
750
-154
| -17% | -$50.5K | 0.08% | 53 |
|
|
2017
Q4 | $266K | Buy |
+904
| New | +$266K | 0.09% | 57 |
|