Lee Capital Holdings’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,000
| Closed | -$2.86M | – | 5 |
|
|
2022
Q4 | $2.86M | Hold |
15,000
| – | – | 4.37% | 9 |
|
|
2022
Q3 | $1.82M | Buy |
15,000
+5,000
| +50% | +$605K | 2.55% | 14 |
|
|
2022
Q2 | $1.37M | Sell |
10,000
-5,000
| -33% | -$684K | 1.07% | 31 |
|
|
2022
Q1 | $2.87M | Hold |
15,000
| – | – | 1.61% | 19 |
|
|
2021
Q4 | $3.02M | Buy |
15,000
+5,000
| +50% | +$1.01M | 1.58% | 21 |
|
|
2021
Q3 | $2.2M | Hold |
10,000
| – | – | 1.15% | 31 |
|
|
2021
Q2 | $2.4M | Hold |
10,000
| – | – | 1.21% | 28 |
|
|
2021
Q1 | $2.55M | Buy |
+10,000
| New | +$2.55M | 1.13% | 26 |
|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$3.26M | – | 60 |
|
|
2019
Q4 | $3.26M | Hold |
10,000
| – | – | 3.01% | 4 |
|
|
2019
Q3 | $3.81M | Hold |
10,000
| – | – | 3.56% | 3 |
|
|
2019
Q2 | $3.64M | Hold |
10,000
| – | – | 3.89% | 5 |
|
|
2019
Q1 | $3.81M | Hold |
10,000
| – | – | 4.24% | 3 |
|
|
2018
Q4 | $3.23M | Hold |
10,000
| – | – | 4.83% | 5 |
|
|
2018
Q3 | $3.72M | Hold |
10,000
| – | – | 2.67% | 7 |
|
|
2018
Q2 | $3.36M | Buy |
+10,000
| New | +$3.36M | 2.37% | 9 |
|