Lake Point Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 442 |
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 423 |
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 439 |
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 406 |
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 412 |
|
2020
Q1 | $0 | Sell |
1
-306
| -100% | – | ﹤0.01% | 379 |
|
2019
Q4 | $100K | Buy |
+307
| New | +$100K | 0.03% | 75 |
|
2019
Q2 | $116K | Hold |
319
| – | – | 0.04% | 65 |
|
2019
Q1 | $116K | Sell |
319
-1,080
| -77% | -$393K | 0.04% | 65 |
|
2018
Q4 | $451K | Buy |
+1,399
| New | +$451K | 0.17% | 89 |
|