Next Financial Group’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-189
| Closed | -$3K | – | 1709 |
|
|
2020
Q1 | $3K | Hold |
189
| – | – | ﹤0.01% | 1861 |
|
|
2019
Q4 | $4K | Sell |
189
-36
| -16% | -$762 | ﹤0.01% | 2036 |
|
|
2019
Q3 | $4K | Hold |
225
| – | – | ﹤0.01% | 1968 |
|
|
2019
Q2 | $4K | Hold |
225
| – | – | ﹤0.01% | 1966 |
|
|
2019
Q1 | $4K | Hold |
225
| – | – | ﹤0.01% | 1328 |
|
|
2018
Q4 | $4K | Hold |
225
| – | – | ﹤0.01% | 1623 |
|
|
2018
Q3 | $5K | Buy |
+225
| New | +$5K | ﹤0.01% | 1171 |
|
|
2017
Q4 | – | Sell |
-450
| Closed | -$8K | – | 1242 |
|
|
2017
Q3 | $8K | Hold |
450
| – | – | ﹤0.01% | 1303 |
|
|
2017
Q2 | $8K | Hold |
450
| – | – | ﹤0.01% | 1414 |
|
|
2017
Q1 | $7K | Sell |
450
-450
| -50% | -$7K | ﹤0.01% | 1414 |
|
|
2016
Q4 | $16K | Sell |
900
-225
| -20% | -$4K | ﹤0.01% | 1466 |
|
|
2016
Q3 | $19K | Hold |
1,125
| – | – | ﹤0.01% | 1394 |
|
|
2016
Q2 | $13K | Buy |
+1,125
| New | +$13K | ﹤0.01% | 1124 |
|
|
2014
Q4 | – | Sell |
-540
| Closed | -$4K | – | 2313 |
|
|
2014
Q3 | $4K | Buy |
+540
| New | +$4K | ﹤0.01% | 2169 |
|