Lumbard & Kellner’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-17,439
| Closed | -$5.14M | – | 81 |
|
|
2017
Q4 | $5.14M | Sell |
17,439
-4,310
| -20% | -$1.27M | 2.64% | 13 |
|
|
2017
Q3 | $5.53M | Buy |
21,749
+150
| +0.7% | +$38.1K | 3.01% | 10 |
|
|
2017
Q2 | $4.27M | Buy |
21,599
+55
| +0.3% | +$10.9K | 2.44% | 14 |
|
|
2017
Q1 | $3.81M | Sell |
21,544
-10
| -0% | -$1.77K | 2.25% | 14 |
|
|
2016
Q4 | $3.36M | Sell |
21,554
-1,088
| -5% | -$169K | 2.18% | 16 |
|
|
2016
Q3 | $2.98M | Buy |
22,642
+1,277
| +6% | +$168K | 2.05% | 19 |
|
|
2016
Q2 | $2.78M | Buy |
+21,365
| New | +$2.78M | 2.04% | 21 |
|
|
2016
Q1 | – | Sell |
-1,500
| Closed | -$217K | – | 83 |
|
|
2015
Q4 | $217K | Buy |
+1,500
| New | +$217K | 0.16% | 60 |
|