Wilson Kemp & Associates’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-2,100
| Closed | -$267K | – | 30 |
|
2014
Q2 | $267K | Sell |
2,100
-2,550
| -55% | -$324K | 0.96% | 46 |
|
2014
Q1 | $584K | Sell |
4,650
-4,240
| -48% | -$533K | 1.52% | 24 |
|
2013
Q4 | $1.21M | Buy |
8,890
+190
| +2% | +$25.9K | 2.33% | 12 |
|
2013
Q3 | $1.02M | Sell |
8,700
-20,184
| -70% | -$2.37M | 2.25% | 13 |
|
2013
Q2 | $2.96M | Buy |
+28,884
| New | +$2.96M | 2.83% | 9 |
|