Lucia Wealth Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $65K | Buy |
393
+10
| +3% | +$1.65K | 0.02% | 153 |
|
|
2020
Q2 | $70K | Buy |
383
+2
| +0.5% | +$366 | 0.02% | 148 |
|
|
2020
Q1 | $57K | Sell |
381
-1,488
| -80% | -$223K | 0.02% | 161 |
|
|
2019
Q4 | $609K | Sell |
1,869
-3,338
| -64% | -$1.09M | 0.19% | 86 |
|
|
2019
Q3 | $1.98M | Buy |
5,207
+114
| +2% | +$43.4K | 0.66% | 33 |
|
|
2019
Q2 | $1.85M | Sell |
5,093
-798
| -14% | -$290K | 0.64% | 34 |
|
|
2019
Q1 | $2.25M | Buy |
5,891
+4,228
| +254% | +$1.61M | 0.77% | 30 |
|
|
2018
Q4 | $536K | Sell |
1,663
-1,670
| -50% | -$538K | 0.25% | 73 |
|
|
2018
Q3 | $1.24M | Buy |
3,333
+188
| +6% | +$69.9K | 0.39% | 63 |
|
|
2018
Q2 | $1.06M | Buy |
3,145
+2,762
| +721% | +$927K | 0.46% | 53 |
|
|
2018
Q1 | $126K | Buy |
+383
| New | +$126K | 0.04% | 121 |
|