Lebenthal Global Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,027
| Closed | -$206K | – | 151 |
|
|
2021
Q4 | $206K | Sell |
1,027
-95
| -8% | -$19.1K | 0.08% | 158 |
|
|
2021
Q3 | $246K | Sell |
1,122
-88
| -7% | -$19.3K | 0.15% | 110 |
|
|
2021
Q2 | $289K | Sell |
1,210
-6
| -0.5% | -$1.43K | 0.16% | 124 |
|
|
2021
Q1 | $309K | Sell |
1,216
-141
| -10% | -$35.8K | 0.19% | 94 |
|
|
2020
Q4 | $290K | Buy |
+1,357
| New | +$290K | 0.21% | 63 |
|