Legacy Wealth Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $588K | Hold |
4,860
| – | – | 0.97% | 26 |
|
|
2022
Q2 | $664K | Sell |
4,860
-209
| -4% | -$28.6K | 0.95% | 27 |
|
|
2022
Q1 | $971K | Hold |
5,069
| – | – | 1.14% | 18 |
|
|
2021
Q4 | $1.02M | Sell |
5,069
-698
| -12% | -$140K | 1.16% | 19 |
|
|
2021
Q3 | $1.27M | Hold |
5,767
| – | – | 1.42% | 16 |
|
|
2021
Q2 | $1.38M | Hold |
5,767
| – | – | 1.57% | 13 |
|
|
2021
Q1 | $1.47M | Buy |
5,767
+50
| +0.9% | +$12.7K | 1.87% | 9 |
|
|
2020
Q4 | $1.22M | Sell |
5,717
-100
| -2% | -$21.4K | 1.57% | 16 |
|
|
2020
Q3 | $961K | Sell |
5,817
-100
| -2% | -$16.5K | 1.1% | 23 |
|
|
2020
Q2 | $1.09M | Sell |
5,917
-59
| -1% | -$10.8K | 1.29% | 16 |
|
|
2020
Q1 | $891K | Buy |
5,976
+1,755
| +42% | +$262K | 1.43% | 17 |
|
|
2019
Q4 | $1.38M | Buy |
+4,221
| New | +$1.38M | 1.56% | 14 |
|