Lehman Financial Resources’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $578K | Buy |
1,555
+475
| +44% | +$177K | 0.27% | 50 |
|
|
2018
Q2 | $362K | Hold |
1,080
| – | – | 0.18% | 57 |
|
|
2018
Q1 | $354K | Hold |
1,080
| – | – | 0.18% | 54 |
|
|
2017
Q4 | $318K | Hold |
1,080
| – | – | 0.17% | 59 |
|
|
2017
Q3 | $274K | Buy |
+1,080
| New | +$274K | 0.14% | 57 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$39K | – | 85 |
|
|
2015
Q3 | $39K | Hold |
300
| – | – | 0.02% | 172 |
|
|
2015
Q2 | $41K | Buy |
300
+100
| +50% | +$13.7K | 0.02% | 171 |
|
|
2015
Q1 | $30K | Buy |
+200
| New | +$30K | 0.01% | 208 |
|
|
2014
Q4 | – | Sell |
-150
| Closed | -$19K | – | 403 |
|
|
2014
Q3 | $19K | Sell |
150
-100
| -40% | -$12.7K | 0.01% | 243 |
|
|
2014
Q2 | $32K | Hold |
250
| – | – | 0.02% | 184 |
|
|
2014
Q1 | $31K | Hold |
250
| – | – | 0.02% | 179 |
|
|
2013
Q4 | $34K | Sell |
250
-150
| -38% | -$20.4K | 0.02% | 161 |
|
|
2013
Q3 | $47K | Hold |
400
| – | – | 0.03% | 123 |
|
|
2013
Q2 | $41K | Buy |
+400
| New | +$41K | 0.03% | 116 |
|