MPS Loria Financial Planners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-92
| Closed | -$23K | – | 140 |
|
|
2021
Q1 | $23K | Hold |
92
| – | – | 0.01% | 226 |
|
|
2020
Q4 | $19K | Sell |
92
-196
| -68% | -$40.5K | 0.01% | 237 |
|
|
2020
Q3 | $48K | Hold |
288
| – | – | 0.02% | 147 |
|
|
2020
Q2 | $53K | Buy |
+288
| New | +$53K | 0.03% | 140 |
|
|
2017
Q3 | – | Sell |
-334
| Closed | -$80K | – | 101 |
|
|
2017
Q2 | $80K | Buy |
+334
| New | +$80K | 0.05% | 121 |
|