LBA Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $133K | Hold |
750
| – | – | 0.07% | 126 |
|
|
2016
Q4 | $117K | Sell |
750
-160
| -18% | -$25K | 0.06% | 133 |
|
|
2016
Q3 | $120K | Hold |
910
| – | – | 0.07% | 140 |
|
|
2016
Q2 | $118K | Hold |
910
| – | – | 0.07% | 138 |
|
|
2016
Q1 | $116K | Sell |
910
-160
| -15% | -$20.4K | 0.07% | 135 |
|
|
2015
Q4 | $155K | Buy |
1,070
+720
| +206% | +$104K | 0.09% | 135 |
|
|
2015
Q3 | $46K | Sell |
350
-350
| -50% | -$46K | 0.03% | 179 |
|
|
2015
Q2 | $97K | Hold |
700
| – | – | 0.06% | 133 |
|
|
2015
Q1 | $105K | Hold |
700
| – | – | 0.07% | 134 |
|
|
2014
Q4 | $91K | Sell |
700
-197
| -22% | -$25.6K | 0.06% | 142 |
|
|
2014
Q3 | $114K | Buy |
897
+197
| +28% | +$25K | 0.08% | 129 |
|
|
2014
Q2 | $89K | Hold |
700
| – | – | 0.07% | 143 |
|
|
2014
Q1 | $88K | Sell |
700
-1
| -0.1% | -$126 | 0.07% | 137 |
|
|
2013
Q4 | $96K | Buy |
+701
| New | +$96K | 0.08% | 132 |
|