NATIONS FINANCIAL GROUP INC, /IA/ /ADV – Schwab U.S. Dividend Equity ETF Transaction History
NATIONS FINANCIAL GROUP INC, /IA/ /ADV portfolio value:
$5.47M
portfolio value
NATIONS FINANCIAL GROUP INC, /IA/ /ADV quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +36.63% | 22.09K shares | 1.15M | $66.43 | 82.43K |
| Q2 2022 | share | Decrease | -58.10% | -83.66K shares | -7.03M | $71.63 | 60.33K |
| Q1 2022 | share | Increase | +359.64% | 112.66K shares | 8.82M | $78.89 | 143.99K |
| Q4 2021 | share | Increase | +12.32% | 3.43K shares | 461K | $80.71 | 31.32K |
| Q3 2021 | share | Increase | +5.51% | 1.45K shares | 72K | $74.24 | 27.89K |
| Q2 2021 | share | Increase | +2.90% | 744 shares | 126K | $75.03 | 26.43K |
| Q1 2021 | share | Increase | +185.49% | 16.69K shares | 1.29M | $71.83 | 25.69K |
| Q4 2020 | share | Increase | +19.62% | 1.47K shares | 161K | $62.74 | 8.99K |
| Q3 2020 | share | Decrease | -2.59% | -200 shares | 16K | $53.59 | 7.52K |
| Q2 2020 | share | 0.00% | 0 shares | 53K | $49.64 | 7.72K | |
| Q1 2020 | share | Increase | +84.19% | 3.53K shares | 104K | $42.78 | 7.72K |
| Q4 2019 | share | Increase | 0.00% | 4.19K shares | 243K | $54.52 | 4.19K |