Lehman & Derafelo Financial Resources’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $409K | Buy |
2,147
+120
| +6% | +$22.9K | 0.12% | 67 |
|
|
2022
Q3 | $245K | Hold |
2,027
| – | – | 0.08% | 83 |
|
|
2022
Q2 | $277K | Buy |
2,027
+20
| +1% | +$2.73K | 0.09% | 82 |
|
|
2022
Q1 | $384K | Buy |
2,007
+5
| +0.2% | +$957 | 0.11% | 75 |
|
|
2021
Q4 | $403K | Sell |
2,002
-180
| -8% | -$36.2K | 0.12% | 70 |
|
|
2021
Q3 | $480K | Sell |
2,182
-180
| -8% | -$39.6K | 0.16% | 61 |
|
|
2021
Q2 | $566K | Hold |
2,362
| – | – | 0.15% | 61 |
|
|
2021
Q1 | $602K | Sell |
2,362
-1
| -0% | -$255 | 0.17% | 59 |
|
|
2020
Q4 | $506K | Sell |
2,363
-20
| -0.8% | -$4.28K | 0.15% | 64 |
|
|
2020
Q3 | $394K | Buy |
2,383
+1,174
| +97% | +$194K | 0.13% | 63 |
|
|
2020
Q2 | $222K | Sell |
1,209
-609
| -33% | -$112K | 0.08% | 86 |
|
|
2020
Q1 | $271K | Buy |
1,818
+200
| +12% | +$29.8K | 0.11% | 75 |
|
|
2019
Q4 | $527K | Sell |
1,618
-35
| -2% | -$11.4K | 0.19% | 58 |
|
|
2019
Q3 | $629K | Buy |
1,653
+33
| +2% | +$12.6K | 0.24% | 55 |
|
|
2019
Q2 | $576K | Sell |
1,620
-75
| -4% | -$26.7K | 0.23% | 56 |
|
|
2019
Q1 | $647K | Sell |
1,695
-125
| -7% | -$47.7K | 0.28% | 50 |
|
|
2018
Q4 | $587K | Buy |
+1,820
| New | +$587K | 0.29% | 45 |
|