NATIONS FINANCIAL GROUP INC, /IA/ /ADV – Schwab U.S. Large-Cap ETF Transaction History
NATIONS FINANCIAL GROUP INC, /IA/ /ADV portfolio value:
$1.18M
portfolio value
NATIONS FINANCIAL GROUP INC, /IA/ /ADV quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.92% | 256 shares | -54K | $42.35 | 28.01K |
| Q2 2022 | share | Increase | +2.82% | 761 shares | -214K | $44.66 | 27.75K |
| Q1 2022 | share | Decrease | -0.02% | -6 shares | -83K | $53.85 | 26.99K |
| Q4 2021 | share | Increase | +81.70% | 12.14K shares | -9K | $114.22 | 27.00K |
| Q3 2021 | share | Increase | +101.82% | 14.99K shares | 15K | $104.03 | 29.72K |
| Q2 2021 | share | Increase | +93.62% | 14.24K shares | 70K | $103.64 | 29.45K |
| Q1 2021 | share | Increase | +96.13% | 14.91K shares | 50K | $95.42 | 30.42K |
| Q4 2020 | share | Increase | +101.95% | 15.66K shares | 172K | $90.1 | 31.02K |
| Q3 2020 | share | Increase | +97.18% | 15.14K shares | 84K | $79.55 | 30.72K |
| Q2 2020 | share | Increase | +100.00% | 15.58K shares | 201K | $72.65 | 31.16K |
| Q1 2020 | share | Increase | +104.72% | 15.94K shares | -215K | $59.81 | 31.16K |
| Q4 2019 | share | Increase | +89.93% | 14.41K shares | 7K | $74.57 | 30.44K |
| Q3 2019 | share | Increase | +107.78% | 16.63K shares | 79K | $68.44 | 32.06K |
| Q2 2019 | share | Increase | +113.03% | 16.37K shares | 104K | $67.41 | 30.86K |
| Q1 2019 | share | Increase | +104.47% | 14.80K shares | 133K | $64.64 | 28.97K |
| Q4 2018 | share | Increase | +113.31% | 15.05K shares | -78K | $56.83 | 28.34K |
| Q3 2018 | share | Increase | +104.32% | 13.56K shares | 79K | $65.87 | 26.57K |
| Q2 2018 | share | Increase | +144.94% | 15.39K shares | 175K | $61.27 | 26.01K |
| Q1 2018 | share | Increase | +127.97% | 11.92K shares | 76K | $59.2 | 21.23K |
| Q4 2017 | share | Increase | +107.00% | 9.63K shares | 54K | $59.61 | 18.63K |
| Q3 2017 | share | Increase | +137.15% | 10.41K shares | 92K | $55.86 | 18.00K |
| Q2 2017 | share | Increase | +146.46% | 9.02K shares | 101K | $53.5 | 15.18K |
| Q1 2017 | share | Increase | 0.00% | 12.32K shares | 347K | $51.87 | 12.32K |