Lyons Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $598K | Sell |
1,838
-132
| -7% | -$42.9K | 1.75% | 10 |
|
|
2019
Q3 | $749K | Buy |
1,970
+132
| +7% | +$50.2K | 1.95% | 10 |
|
|
2019
Q2 | $669K | Buy |
+1,838
| New | +$669K | 1.6% | 13 |
|
|
2019
Q1 | – | Sell |
-2,586
| Closed | -$836K | – | 15 |
|
|
2018
Q4 | $836K | Sell |
2,586
-167
| -6% | -$54K | 2.72% | 9 |
|
|
2018
Q3 | $1.02M | Sell |
2,753
-103
| -4% | -$38.3K | 2.03% | 12 |
|
|
2018
Q2 | $957K | Sell |
2,856
-580
| -17% | -$194K | 1.37% | 12 |
|
|
2018
Q1 | $1.13M | Buy |
+3,436
| New | +$1.13M | 1.71% | 6 |
|
|
2017
Q4 | – | Sell |
-4,696
| Closed | -$1.18M | – | 45 |
|
|
2017
Q3 | $1.18M | Sell |
4,696
-1,050
| -18% | -$263K | 1.76% | 6 |
|
|
2017
Q2 | $1.14M | Sell |
5,746
-187
| -3% | -$36.9K | 1.59% | 7 |
|
|
2017
Q1 | $1.05M | Sell |
5,933
-478
| -7% | -$84.6K | 1.11% | 7 |
|
|
2016
Q4 | $997K | Sell |
6,411
-313
| -5% | -$48.7K | 1.36% | 11 |
|
|
2016
Q3 | $887K | Sell |
6,724
-134
| -2% | -$17.7K | 1.22% | 12 |
|
|
2016
Q2 | $890K | Buy |
6,858
+444
| +7% | +$57.6K | 1.34% | 8 |
|
|
2016
Q1 | $816K | Sell |
6,414
-911
| -12% | -$116K | 1.17% | 23 |
|
|
2015
Q4 | $1.06M | Buy |
7,325
+810
| +12% | +$117K | 1.35% | 8 |
|
|
2015
Q3 | $852K | Sell |
6,515
-159
| -2% | -$20.8K | 1.09% | 19 |
|
|
2015
Q2 | $926K | Buy |
+6,674
| New | +$926K | 1.05% | 26 |
|
|
2015
Q1 | – | Sell |
-8,135
| Closed | -$1.06M | – | 53 |
|
|
2014
Q4 | $1.06M | Buy |
+8,135
| New | +$1.06M | 1.11% | 26 |
|
|
2014
Q3 | – | Sell |
-7,347
| Closed | -$934K | – | 58 |
|
|
2014
Q2 | $934K | Buy |
+7,347
| New | +$934K | 0.83% | 35 |
|