Next Financial Group’s Boeing BA Stock Holding History

Next Financial Group’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$2.18M	Buy	10,851 +300	+3%	+$60.4K	0.14%	154
2021 Q3	$2.32M	Buy	10,551 +724	+7%	+$159K	0.18%	130
2021 Q2	$2.36M	Buy	9,827 +580	+6%	+$139K	0.19%	125
2021 Q1	$2.36M	Buy	9,247 +307	+3%	+$78.2K	0.21%	108
2020 Q4	$1.91M	Sell	8,940 -92	-1%	-$19.7K	0.18%	124
2020 Q3	$1.49M	Sell	9,032 -1,472	-14%	-$243K	0.16%	133
2020 Q2	$1.93M	Buy	10,504 +3,712	+55%	+$680K	0.22%	116
2020 Q1	$1.01M	Buy	6,792 +1,694	+33%	+$253K	0.13%	159
2019 Q4	$1.66M	Sell	5,098 -77	-1%	-$25.1K	0.17%	129
2019 Q3	$1.97M	Buy	5,175 +266	+5%	+$101K	0.21%	107
2019 Q2	$1.79M	Buy	4,909 +3,071	+167%	+$1.12M	0.19%	160
2019 Q1	$702K	Sell	1,838 -4,036	-69%	-$1.54M	0.18%	71
2018 Q4	$1.89M	Buy	5,874 +3,266	+125%	+$1.05M	0.39%	61
2018 Q3	$970K	Sell	2,608 -664	-20%	-$247K	0.45%	42
2018 Q2	$1.1M	Sell	3,272 -1,120	-26%	-$376K	0.42%	55
2018 Q1	$1.44M	Buy	4,392 +990	+29%	+$325K	0.3%	92
2017 Q4	$1M	Sell	3,402 -1,534	-31%	-$452K	0.43%	73
2017 Q3	$1.29M	Sell	4,936 -3,332	-40%	-$869K	0.36%	70
2017 Q2	$1.64M	Buy	8,268 +99	+1%	+$19.6K	0.4%	52
2017 Q1	$1.51M	Sell	8,169 -6,604	-45%	-$1.22M	0.42%	50
2016 Q4	$2.3M	Buy	14,773 +847	+6%	+$132K	0.4%	46
2016 Q3	$1.84M	Buy	13,926 +4,697	+51%	+$619K	0.33%	60
2016 Q2	$1.2M	Sell	9,229 -36	-0.4%	-$4.67K	0.38%	60
2016 Q1	$1.18M	Buy	9,265 +477	+5%	+$60.5K	0.41%	54
2015 Q4	$1.27M	Sell	8,788 -1,021	-10%	-$148K	0.47%	45
2015 Q3	$1.28M	Buy	9,809 +1,466	+18%	+$192K	0.46%	49
2015 Q2	$1.16M	Buy	8,343 +283	+4%	+$39.2K	0.4%	60
2015 Q1	$1.21M	Sell	8,060 -121	-1%	-$18.2K	0.39%	68
2014 Q4	$1.06M	Sell	8,181 -3,774	-32%	-$490K	0.35%	70
2014 Q3	$1.52M	Sell	11,955 -1,583	-12%	-$202K	0.3%	72
2014 Q2	$1.63M	Buy	+13,538	New	+$1.63M	0.85%	20