Wellesley Investment Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,243
| Closed | -$334K | – | 103 |
|
|
2020
Q1 | $334K | Sell |
2,243
-173
| -7% | -$25.8K | 0.13% | 75 |
|
|
2019
Q4 | $787K | Buy |
2,416
+23
| +1% | +$7.49K | 0.24% | 56 |
|
|
2019
Q3 | $911K | Buy |
2,393
+79
| +3% | +$30.1K | 0.3% | 43 |
|
|
2019
Q2 | $842K | Sell |
2,314
-1,595
| -41% | -$580K | 0.29% | 45 |
|
|
2019
Q1 | $1.49M | Sell |
3,909
-1,062
| -21% | -$405K | 0.51% | 23 |
|
|
2018
Q4 | $1.6M | Sell |
4,971
-59
| -1% | -$19K | 0.57% | 22 |
|
|
2018
Q3 | $1.87M | Sell |
5,030
-39
| -0.8% | -$14.5K | 0.61% | 21 |
|
|
2018
Q2 | $1.7M | Buy |
5,069
+151
| +3% | +$50.6K | 0.59% | 23 |
|
|
2018
Q1 | $1.61M | Sell |
4,918
-344
| -7% | -$113K | 0.58% | 23 |
|
|
2017
Q4 | $1.55M | Buy |
5,262
+59
| +1% | +$17.4K | 0.59% | 22 |
|
|
2017
Q3 | $1.32M | Sell |
5,203
-799
| -13% | -$203K | 0.54% | 23 |
|
|
2017
Q2 | $1.19M | Sell |
6,002
-23
| -0.4% | -$4.55K | 0.5% | 28 |
|
|
2017
Q1 | $1.07M | Sell |
6,025
-360
| -6% | -$63.6K | 0.47% | 30 |
|
|
2016
Q4 | $994K | Buy |
6,385
+63
| +1% | +$9.81K | 0.48% | 28 |
|
|
2016
Q3 | $832K | Buy |
6,322
+660
| +12% | +$86.9K | 0.43% | 33 |
|
|
2016
Q2 | $735K | Buy |
5,662
+274
| +5% | +$35.6K | 0.4% | 37 |
|
|
2016
Q1 | $684K | Buy |
5,388
+568
| +12% | +$72.1K | 0.41% | 38 |
|
|
2015
Q4 | $697K | Buy |
+4,820
| New | +$697K | 0.48% | 28 |
|