Wimmer Associates 1’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-575
| Closed | -$219K | – | 103 |
|
|
2019
Q1 | $219K | Sell |
575
-637
| -53% | -$243K | 0.19% | 99 |
|
|
2018
Q4 | $391K | Sell |
1,212
-85
| -7% | -$27.4K | 0.39% | 67 |
|
|
2018
Q3 | $482K | Sell |
1,297
-123
| -9% | -$45.7K | 0.4% | 64 |
|
|
2018
Q2 | $476K | Sell |
1,420
-60
| -4% | -$20.1K | 0.42% | 63 |
|
|
2018
Q1 | $485K | Buy |
1,480
+61
| +4% | +$20K | 0.43% | 64 |
|
|
2017
Q4 | $419K | Sell |
1,419
-100
| -7% | -$29.5K | 0.38% | 75 |
|
|
2017
Q3 | $386K | Buy |
1,519
+101
| +7% | +$25.7K | 0.36% | 78 |
|
|
2017
Q2 | $280K | Buy |
1,418
+21
| +2% | +$4.15K | 0.26% | 95 |
|
|
2017
Q1 | $247K | Sell |
1,397
-124
| -8% | -$21.9K | 0.23% | 103 |
|
|
2016
Q4 | $237K | Hold |
1,521
| – | – | 0.22% | 103 |
|
|
2016
Q3 | $200K | Buy |
+1,521
| New | +$200K | 0.18% | 110 |
|
|
2016
Q2 | – | Sell |
-1,714
| Closed | -$218K | – | 110 |
|
|
2016
Q1 | $218K | Buy |
1,714
+100
| +6% | +$12.7K | 0.2% | 104 |
|
|
2015
Q4 | $233K | Buy |
+1,614
| New | +$233K | 0.24% | 89 |
|