Lau Associates’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $912K | Hold |
2,800
| – | – | 0.45% | 51 |
|
2019
Q3 | $1.07M | Sell |
2,800
-500
| -15% | -$190K | 0.56% | 47 |
|
2019
Q2 | $1.2M | Sell |
3,300
-108
| -3% | -$39.3K | 0.57% | 45 |
|
2019
Q1 | $1.3M | Hold |
3,408
| – | – | 0.67% | 42 |
|
2018
Q4 | $1.1M | Buy |
3,408
+1,108
| +48% | +$357K | 0.61% | 46 |
|
2018
Q3 | $855K | Buy |
+2,300
| New | +$855K | 0.48% | 50 |
|