Lucus Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,367
| Closed | -$348K | – | 202 |
|
|
2017
Q3 | $348K | Buy |
+1,367
| New | +$348K | 0.49% | 87 |
|
|
2017
Q2 | – | Sell |
-2,303
| Closed | -$407K | – | 194 |
|
|
2017
Q1 | $407K | Buy |
+2,303
| New | +$407K | 0.38% | 144 |
|
|
2016
Q4 | – | Sell |
-2,990
| Closed | -$394K | – | 62 |
|
|
2016
Q3 | $394K | Buy |
2,990
+290
| +11% | +$38.2K | 0.34% | 123 |
|
|
2016
Q2 | $351K | Sell |
2,700
-1,322
| -33% | -$172K | 0.29% | 84 |
|
|
2016
Q1 | $511K | Buy |
4,022
+1,117
| +38% | +$142K | 0.3% | 226 |
|
|
2015
Q4 | $420K | Sell |
2,905
-534
| -16% | -$77.2K | 0.26% | 143 |
|
|
2015
Q3 | $450K | Buy |
+3,439
| New | +$450K | 0.25% | 122 |
|