Home > Historical Performance > Historical Transaction Report

Transaction Details

Company: Boeing
Ticker:BA
Yahoo Beta:1.32
Industry:Aerospace/defense

Company Description:  Boeing Company designs, manufactures, and sells aircraft, satellites, and defense systems. The company is one of the two leading producers of commercial jet aircraft internationally and is a major supplier of defense aircraft as well.

Purchase Date:27 Dec 2010 Sale Date:16 Mar 2020
Purchase Price:$64.37 Sale Price:$136.00
  --Split Adjusted:$64.37  --Split Adjusted:$136.00
Shares Purchased:55 Shares Sold:15
  --Split Adjusted:55  --Split Adjusted:15
Transaction Fee:$9.99 Transaction Fee:$0.05
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$71.23 High$0.00
Date25 Oct 2010 Date01 Jan 1996
Low$60.39 Low$0.00
Date25 Aug 2010 Date01 Jan 1996
S&P (Purchase Date):$1,253.76 S&P (Sale Date):$2,386.13

Purchase
Timing:  We bought near the middle of the six month range.
Reason:  Boeing has an attractive return on capital. The price has been depressed due to delays in the introduction of the 787 Dreamliner. We expect performance to rise as Boeing begins to fill existing orders for the 787 in 2011.

Sale
Timing:  x
Reason:  Boeing has struggled since the two crashes associated with its 737-Max aircraft. The US is shutting down due to COVID-19, and we anticipate a period of reduced air travel. Although we believe Boeing still has a strong brand, we view this as a good time to trim our position.

S&P Gain: 90.32 % Annualized Gain: 7.23%
Stock Gain: 111.28 % Annualized Gain: 8.45%

Dividends:$573.84
Net Holding Return ($): $1,638.25
Net Holding Return (%): 167.93 %