Lenox Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $245K | Sell |
1,336
-64
| -5% | -$11.7K | 0.07% | 131 |
|
|
2020
Q1 | $208K | Buy |
1,400
+270
| +24% | +$40.1K | 0.07% | 133 |
|
|
2019
Q4 | $368K | Sell |
1,130
-82
| -7% | -$26.7K | 0.1% | 109 |
|
|
2019
Q3 | $461K | Buy |
1,212
+118
| +11% | +$44.9K | 0.13% | 97 |
|
|
2019
Q2 | $398K | Buy |
1,094
+5
| +0.5% | +$1.82K | 0.12% | 93 |
|
|
2019
Q1 | $415K | Buy |
1,089
+28
| +3% | +$10.7K | 0.13% | 92 |
|
|
2018
Q4 | $342K | Buy |
1,061
+21
| +2% | +$6.77K | 0.12% | 94 |
|
|
2018
Q3 | $387K | Sell |
1,040
-31
| -3% | -$11.5K | 0.12% | 110 |
|
|
2018
Q2 | $359K | Buy |
1,071
+135
| +14% | +$45.3K | 0.12% | 105 |
|
|
2018
Q1 | $306K | Buy |
936
+24
| +3% | +$7.85K | 0.1% | 109 |
|
|
2017
Q4 | $269K | Sell |
912
-141
| -13% | -$41.6K | 0.08% | 118 |
|
|
2017
Q3 | $267K | Buy |
1,053
+155
| +17% | +$39.3K | 0.09% | 118 |
|
|
2017
Q2 | $178K | Sell |
898
-133
| -13% | -$26.4K | 0.07% | 131 |
|
|
2017
Q1 | $182K | Buy |
1,031
+55
| +6% | +$9.71K | 0.13% | 41 |
|
|
2016
Q4 | $152K | Hold |
976
| – | – | 0.12% | 42 |
|
|
2016
Q3 | $129K | Hold |
976
| – | – | 0.1% | 47 |
|
|
2016
Q2 | $127K | Hold |
976
| – | – | 0.09% | 50 |
|
|
2016
Q1 | $124K | Buy |
976
+221
| +29% | +$28.1K | 0.09% | 50 |
|
|
2015
Q4 | $109K | Sell |
755
-8
| -1% | -$1.16K | 0.08% | 61 |
|
|
2015
Q3 | $100K | Sell |
763
-4
| -0.5% | -$524 | 0.08% | 54 |
|
|
2015
Q2 | $106K | Buy |
767
+12
| +2% | +$1.66K | 0.08% | 59 |
|
|
2015
Q1 | $113K | Hold |
755
| – | – | 0.08% | 56 |
|
|
2014
Q4 | $98K | Hold |
755
| – | – | 0.06% | 62 |
|
|
2014
Q3 | $96K | Sell |
755
-15
| -2% | -$1.91K | 0.07% | 66 |
|
|
2014
Q2 | $98K | Sell |
770
-147
| -16% | -$18.7K | 0.07% | 68 |
|
|
2014
Q1 | $115K | Sell |
917
-162
| -15% | -$20.3K | 0.06% | 74 |
|
|
2013
Q4 | $147K | Buy |
+1,079
| New | +$147K | 0.1% | 66 |
|