Security National Bank of So Dak’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-826
| Closed | -$269K | – | 73 |
|
|
2019
Q4 | $269K | Sell |
826
-240
| -23% | -$78.2K | 0.27% | 71 |
|
|
2019
Q3 | $406K | Hold |
1,066
| – | – | 0.47% | 59 |
|
|
2019
Q2 | $388K | Hold |
1,066
| – | – | 0.46% | 59 |
|
|
2019
Q1 | $407K | Hold |
1,066
| – | – | 0.51% | 60 |
|
|
2018
Q4 | $344K | Buy |
1,066
+240
| +29% | +$77.4K | 0.45% | 67 |
|
|
2018
Q3 | $307K | Hold |
826
| – | – | 0.35% | 70 |
|
|
2018
Q2 | $277K | Hold |
826
| – | – | 0.32% | 75 |
|
|
2018
Q1 | $271K | Sell |
826
-75
| -8% | -$24.6K | 0.31% | 79 |
|
|
2017
Q4 | $266K | Hold |
901
| – | – | 0.29% | 85 |
|
|
2017
Q3 | $229K | Buy |
+901
| New | +$229K | 0.26% | 84 |
|