Lenox Wealth 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 | $110K | Buy |
630
+468
| +289% | +$81.7K | 0.01% | 158 |
|
|
2021
Q4 | $33K | Buy |
162
+42
| +35% | +$8.56K | ﹤0.01% | 320 |
|
|
2021
Q3 | $26K | Sell |
120
-9
| -7% | -$1.95K | ﹤0.01% | 320 |
|
|
2021
Q2 | $31K | Buy |
129
+107
| +486% | +$25.7K | ﹤0.01% | 293 |
|
|
2021
Q1 | $6K | Buy |
22
+1
| +5% | +$273 | ﹤0.01% | 474 |
|
|
2020
Q4 | $4K | Buy |
21
+2
| +11% | +$381 | ﹤0.01% | 524 |
|
|
2020
Q3 | $3K | Sell |
19
-48
| -72% | -$7.58K | ﹤0.01% | 474 |
|
|
2020
Q2 | $12K | Hold |
67
| – | – | ﹤0.01% | 352 |
|
|
2020
Q1 | $10K | Sell |
67
-5
| -7% | -$746 | ﹤0.01% | 340 |
|
|
2019
Q4 | $23K | Sell |
72
-235
| -77% | -$75.1K | ﹤0.01% | 309 |
|
|
2019
Q3 | $117K | Buy |
307
+245
| +395% | +$93.4K | 0.02% | 101 |
|
|
2019
Q2 | $23K | Buy |
+62
| New | +$23K | ﹤0.01% | 212 |
|
|
2018
Q3 | – | Sell |
-249
| Closed | -$84K | – | 416 |
|
|
2018
Q2 | $84K | Buy |
249
+188
| +308% | +$63.4K | 0.02% | 95 |
|
|
2018
Q1 | $20K | Buy |
61
+45
| +281% | +$14.8K | ﹤0.01% | 272 |
|
|
2017
Q4 | $5K | Buy |
16
+13
| +433% | +$4.06K | ﹤0.01% | 212 |
|
|
2017
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 194 |
|
|
2016
Q4 | – | Sell |
-505
| Closed | -$67K | – | 116 |
|
|
2016
Q3 | $67K | Hold |
505
| – | – | 0.02% | 67 |
|
|
2016
Q2 | $66K | Hold |
505
| – | – | 0.02% | 74 |
|
|
2016
Q1 | $64K | Sell |
505
-79
| -14% | -$10K | 0.02% | 73 |
|
|
2015
Q4 | $84K | Sell |
584
-30
| -5% | -$4.32K | 0.03% | 60 |
|
|
2015
Q3 | $80K | Hold |
614
| – | – | 0.03% | 59 |
|
|
2015
Q2 | $85K | Hold |
614
| – | – | 0.04% | 48 |
|
|
2015
Q1 | $92K | Hold |
614
| – | – | 0.04% | 48 |
|
|
2014
Q4 | $80K | Sell |
614
-110
| -15% | -$14.3K | 0.03% | 60 |
|
|
2014
Q3 | $92K | Hold |
724
| – | – | 0.04% | 46 |
|
|
2014
Q2 | $92K | Buy |
724
+90
| +14% | +$11.4K | 0.04% | 41 |
|
|
2014
Q1 | $81K | Sell |
634
-60
| -9% | -$7.67K | 0.05% | 41 |
|
|
2013
Q4 | $95K | Buy |
694
+60
| +9% | +$8.21K | 0.07% | 42 |
|
|
2013
Q3 | $74K | Buy |
634
+505
| +391% | +$58.9K | 0.07% | 25 |
|
|
2013
Q2 | $13K | Buy |
+129
| New | +$13K | 0.01% | 91 |
|