MLL
Moody Lynn & Lieberson’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,764
| Closed | -$2.48M | – | 208 |
|
|
2023
Q2 | $2.48M | Sell |
11,764
-26
| -0.2% | -$5.49K | 0.2% | 76 |
|
|
2023
Q1 | $2.5M | Buy |
+11,790
| New | +$2.5M | 0.23% | 72 |
|
|
2018
Q4 | – | Sell |
-15,297
| Closed | -$5.69M | – | 191 |
|
|
2018
Q3 | $5.69M | Buy |
+15,297
| New | +$5.69M | 0.6% | 51 |
|
|
2018
Q2 | – | Sell |
-9,082
| Closed | -$2.98M | – | 205 |
|
|
2018
Q1 | $2.98M | Buy |
+9,082
| New | +$2.98M | 0.36% | 62 |
|
|
2015
Q4 | – | Sell |
-7,080
| Closed | -$927K | – | 174 |
|
|
2015
Q3 | $927K | Sell |
7,080
-1,701
| -19% | -$223K | 0.18% | 79 |
|
|
2015
Q2 | $1.22M | Sell |
8,781
-54,118
| -86% | -$7.51M | 0.19% | 92 |
|
|
2015
Q1 | $9.44M | Buy |
62,899
+11,193
| +22% | +$1.68M | 1.51% | 22 |
|
|
2014
Q4 | $6.72M | Buy |
+51,706
| New | +$6.72M | 0.96% | 39 |
|
|
2014
Q3 | – | Sell |
-13,480
| Closed | -$1.72M | – | 189 |
|
|
2014
Q2 | $1.72M | Buy |
+13,480
| New | +$1.72M | 0.24% | 92 |
|