LifePlan Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $187K | Buy |
1,133
+57
| +5% | +$9.41K | 0.08% | 137 |
|
|
2020
Q2 | $197K | Sell |
1,076
-58
| -5% | -$10.6K | 0.09% | 123 |
|
|
2020
Q1 | $169K | Hold |
1,134
| – | – | 0.09% | 125 |
|
|
2019
Q4 | $369K | Sell |
1,134
-8
| -0.7% | -$2.6K | 0.16% | 99 |
|
|
2019
Q3 | $434K | Hold |
1,142
| – | – | 0.2% | 85 |
|
|
2019
Q2 | $416K | Hold |
1,142
| – | – | 0.2% | 81 |
|
|
2019
Q1 | $436K | Buy |
1,142
+50
| +5% | +$19.1K | 0.23% | 73 |
|
|
2018
Q4 | $352K | Hold |
1,092
| – | – | 0.22% | 74 |
|
|
2018
Q3 | $406K | Hold |
1,092
| – | – | 0.22% | 76 |
|
|
2018
Q2 | $366K | Hold |
1,092
| – | – | 0.2% | 79 |
|
|
2018
Q1 | $358K | Hold |
1,092
| – | – | 0.21% | 79 |
|
|
2017
Q4 | $278K | Hold |
1,092
| – | – | 0.18% | 94 |
|
|
2017
Q3 | $278K | Buy |
+1,092
| New | +$278K | 0.18% | 94 |
|