Watermark Asset Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $23K | Hold |
71
| – | – | 0.01% | 133 |
|
|
2018
Q3 | $26K | Sell |
71
-40
| -36% | -$14.6K | 0.01% | 128 |
|
|
2018
Q2 | $37K | Sell |
111
-15
| -12% | -$5K | 0.02% | 103 |
|
|
2018
Q1 | $41K | Hold |
126
| – | – | 0.02% | 103 |
|
|
2017
Q4 | $37K | Sell |
126
-70
| -36% | -$20.6K | 0.02% | 112 |
|
|
2017
Q3 | $50K | Hold |
196
| – | – | 0.02% | 95 |
|
|
2017
Q2 | $39K | Hold |
196
| – | – | 0.02% | 103 |
|
|
2017
Q1 | $35K | Buy |
+196
| New | +$35K | 0.02% | 107 |
|