Security National Trust’s Boeing BA Stock Holding History

Security National Trust’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 Q3	$1.25M	Hold	5,212	–	–	0.29%	83
2021 Q2	$1.25M	Sell	5,212 -275	-5%	-$65.9K	0.28%	86
2021 Q1	$1.4M	Buy	5,487 +501	+10%	+$128K	0.33%	81
2020 Q4	$1.07M	Buy	4,986 +140	+3%	+$30K	0.27%	86
2020 Q3	$801K	Buy	4,846 +875	+22%	+$145K	0.23%	91
2020 Q2	$728K	Buy	3,971 +861	+28%	+$158K	0.22%	91
2020 Q1	$464K	Sell	3,110 -3,025	-49%	-$451K	0.17%	97
2019 Q4	$2M	Buy	6,135 +144	+2%	+$46.9K	0.58%	58
2019 Q3	$2.28M	Sell	5,991 -21	-0.3%	-$7.99K	0.72%	48
2019 Q2	$2.19M	Buy	6,012 +50	+0.8%	+$18.2K	0.69%	50
2019 Q1	$2.27M	Buy	5,962 +215	+4%	+$82K	0.73%	49
2018 Q4	$1.85M	Sell	5,747 -85	-1%	-$27.4K	0.69%	51
2018 Q3	$2.17M	Buy	5,832 +285	+5%	+$106K	0.68%	52
2018 Q2	$1.86M	Sell	5,547 -25	-0.4%	-$8.39K	0.62%	55
2018 Q1	$1.83M	Buy	5,572 +304	+6%	+$99.7K	0.61%	55
2017 Q4	$1.55M	Buy	5,268 +5	+0.1%	+$1.48K	0.5%	64
2017 Q3	$1.34M	Buy	5,263 +155	+3%	+$39.4K	0.44%	70
2017 Q2	$1.01M	Sell	5,108 -80	-2%	-$15.8K	0.34%	80
2017 Q1	$918K	Sell	5,188 -898	-15%	-$159K	0.31%	83
2016 Q4	$947K	Sell	6,086 -181	-3%	-$28.2K	0.34%	76
2016 Q3	$825K	Sell	6,267 -200	-3%	-$26.3K	0.3%	78
2016 Q2	$840K	Sell	6,467 -55	-0.8%	-$7.14K	0.31%	82
2016 Q1	$828K	Hold	6,522	–	–	0.31%	80
2015 Q4	$943K	Hold	6,522	–	–	0.37%	73
2015 Q3	$854K	Buy	6,522 +1,006	+18%	+$132K	0.33%	75
2015 Q2	$765K	Sell	5,516 -50	-0.9%	-$6.93K	0.27%	84
2015 Q1	$836K	Buy	5,566 +500	+10%	+$75.1K	0.3%	80
2014 Q4	$659K	Buy	5,066 +22	+0.4%	+$2.86K	0.24%	89
2014 Q3	$643K	Sell	5,044 -175	-3%	-$22.3K	0.26%	87
2014 Q2	$664K	Sell	5,219 -75	-1%	-$9.54K	0.26%	89
2014 Q1	$665K	Buy	5,294 +715	+16%	+$89.8K	0.27%	86
2013 Q4	$625K	Buy	4,579 +400	+10%	+$54.6K	0.26%	87
2013 Q3	$491K	Sell	4,179 -200	-5%	-$23.5K	0.22%	103
2013 Q2	$449K	Buy	+4,379	New	+$449K	0.22%	98