McLean Asset Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,048
| Closed | -$220K | – | 135 |
|
2021
Q3 | $220K | Sell |
1,048
-55
| -5% | -$11.5K | 0.08% | 130 |
|
2021
Q2 | $240K | Sell |
1,103
-9
| -0.8% | -$1.96K | 0.11% | 96 |
|
2021
Q1 | $270K | Buy |
1,112
+25
| +2% | +$6.07K | 0.21% | 77 |
|
2020
Q4 | $233K | Buy |
+1,087
| New | +$233K | 0.21% | 78 |
|