Lucia Wealth Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $65K | Buy |
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|
2020
Q2 | $70K | Buy |
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|
2020
Q1 | $57K | Sell |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $1.98M | Buy |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $2.25M | Buy |
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|
2018
Q4 | $536K | Sell |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $126K | Buy |
|