LA
LVW Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,845
| Closed | -$573K | – | 197 |
|
|
2020
Q1 | $573K | Buy |
+3,845
| New | +$573K | 0.15% | 83 |
|
|
2017
Q1 | – | Sell |
-2,034
| Closed | -$317K | – | 122 |
|
|
2016
Q4 | $317K | Hold |
2,034
| – | – | 0.11% | 104 |
|
|
2016
Q3 | $268K | Hold |
2,034
| – | – | 0.09% | 115 |
|
|
2016
Q2 | $264K | Sell |
2,034
-507
| -20% | -$65.8K | 0.1% | 112 |
|
|
2016
Q1 | $323K | Sell |
2,541
-446
| -15% | -$56.7K | 0.1% | 103 |
|
|
2015
Q4 | $432K | Buy |
2,987
+37
| +1% | +$5.35K | 0.17% | 81 |
|
|
2015
Q3 | $386K | Buy |
2,950
+195
| +7% | +$25.5K | 0.18% | 90 |
|
|
2015
Q2 | $382K | Buy |
2,755
+491
| +22% | +$68.1K | 0.16% | 88 |
|
|
2015
Q1 | $340K | Buy |
2,264
+175
| +8% | +$26.3K | 0.16% | 101 |
|
|
2014
Q4 | $272K | Buy |
+2,089
| New | +$272K | 0.15% | 123 |
|