Next Financial Group’s Invesco Insider Sentiment ETF NFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-50
| Closed | -$4K | – | 2536 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 2055 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1982 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2079 |
|
|
2019
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1421 |
|
|
2018
Q4 | $3K | Sell |
50
-65
| -57% | -$3.99K | ﹤0.01% | 1712 |
|
|
2018
Q3 | $8K | Buy |
+115
| New | +$7.6K | ﹤0.01% | 1075 |
|
|
2017
Q4 | – | Sell |
-195
| Closed | -$12K | – | 1706 |
|
|
2017
Q3 | $12K | Buy |
195
+65
| +50% | +$3.72K | ﹤0.01% | 1160 |
|
|
2017
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 1473 |
|
|
2017
Q1 | $7K | Hold |
130
| – | – | ﹤0.01% | 1433 |
|
|
2016
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 1892 |
|
|
2016
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 1832 |
|
|
2016
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 1389 |
|
|
2016
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 1346 |
|
|
2015
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 1357 |
|
|
2015
Q3 | $5K | Buy |
130
+45
| +53% | +$2.17K | ﹤0.01% | 1452 |
|
|
2015
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 1566 |
|
|
2015
Q1 | $4K | Buy |
85
+35
| +70% | +$1.71K | ﹤0.01% | 1576 |
|
|
2014
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1766 |
|
|
2014
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2366 |
|
|
2014
Q2 | $2K | Buy |
+50
| New | +$2.38K | ﹤0.01% | 1099 |
|
Next Financial Group's NFO Position: Q1 2020 in Review
Next Financial Group sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2020, closing a stake of 50 shares — an estimated $4K sold.
Next Financial Group first reported a position in NFO in Q2 2014 and held it in 20 quarters. The position peaked at $12K in Q3 2017. 0 funds tracked by Wall St. Rank hold NFO as of Q1 2020.
- Next Financial Group reported no remaining Invesco Insider Sentiment ETF position as of Q1 2020 after selling out during the quarter.
- Next Financial Group sold 50 Invesco Insider Sentiment ETF shares in Q1 2020, an estimated $4K.
- Next Financial Group first reported a position in Invesco Insider Sentiment ETF in Q2 2014 and held it in 20 quarters.
- Next Financial Group's Invesco Insider Sentiment ETF position peaked at $12K in Q3 2017.
- 0 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2020.
Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.