Legacy Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $204K | Sell |
852
-4,775
| -85% | -$1.14M | 0.11% | 89 |
|
|
2021
Q1 | $1.43M | Buy |
5,627
+1,709
| +44% | +$435K | 0.84% | 23 |
|
|
2020
Q4 | $839K | Buy |
+3,918
| New | +$839K | 0.53% | 50 |
|
|
2020
Q3 | – | Sell |
-3,111
| Closed | -$570K | – | 90 |
|
|
2020
Q2 | $570K | Sell |
3,111
-186
| -6% | -$34.1K | 0.43% | 48 |
|
|
2020
Q1 | $492K | Buy |
3,297
+2,445
| +287% | +$365K | 0.46% | 39 |
|
|
2019
Q4 | $281K | Buy |
+852
| New | +$281K | 0.2% | 80 |
|