Alan B. Lancz & Associates’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $209K | Buy |
+800
| New | +$209K | 0.22% | 121 |
|
|
2023
Q2 | – | Sell |
-800
| Closed | -$170K | – | 139 |
|
|
2023
Q1 | $170K | Hold |
800
| – | – | 0.18% | 138 |
|
|
2022
Q4 | $171K | Buy |
+800
| New | +$171K | 0.17% | 145 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$127K | – | 161 |
|
|
2022
Q2 | $127K | Sell |
800
-400
| -33% | -$63.5K | 0.13% | 179 |
|
|
2022
Q1 | $230K | Buy |
+1,200
| New | +$230K | 0.2% | 132 |
|