Whitnell & Co’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.24M | Buy |
3,815
+1,765
| +86% | +$575K | 0.38% | 72 |
|
|
2019
Q3 | $780K | Buy |
2,050
+1,775
| +645% | +$675K | 0.26% | 87 |
|
|
2019
Q2 | $100K | Sell |
275
-85
| -24% | -$30.9K | 0.04% | 164 |
|
|
2019
Q1 | $137K | Hold |
360
| – | – | 0.05% | 155 |
|
|
2018
Q4 | $116K | Buy |
360
+127
| +55% | +$40.9K | 0.05% | 155 |
|
|
2018
Q3 | $87K | Hold |
233
| – | – | 0.03% | 163 |
|
|
2018
Q2 | $78K | Hold |
233
| – | – | 0.03% | 161 |
|
|
2018
Q1 | $76K | Buy |
+233
| New | +$76K | 0.03% | 164 |
|
|
2015
Q3 | – | Sell |
-70
| Closed | -$10K | – | 394 |
|
|
2015
Q2 | $10K | Sell |
70
-130
| -65% | -$18.6K | ﹤0.01% | 224 |
|
|
2015
Q1 | $30K | Buy |
+200
| New | +$30K | 0.01% | 196 |
|