Quarterly Transactions Made in Fundx Invt Tr Fundx Aggressive (XNAV)
This table provides information about the institutional ownership of Fundx Invt Tr Fundx Aggressive (XNAV). The information is specifically focused on institutions that hold shares of FUNDX INVT TR FUNDX AGGRESSIVE.
Shares Purchased
Shares Sold
| Quarter | Buy | Sell | Net Activity | |||||
|---|---|---|---|---|---|---|---|---|
| New Holding | Increment | Total Shares Bought | Closed Position | Reduction | Total Shares Sold | |||
| Q4 2022 | 0 | 163,029 | 163,029 | — | 163,029 | |||
| Q1 2023 | 722 | 277 | 999 | — | 999 | |||
| Q2 2023 | 0 | 17,082 | 17,082 | 26,357 | 0 | 26,357 | -9,275 | |
| Q3 2023 | 8,345 | 1,073 | 9,418 | 2,399 | 0 | 2,399 | 7,019 | |
| Q4 2023 | 0 | 4,031 | 4,031 | 13,683 | 0 | 13,683 | -9,652 | |
| Q1 2024 | 7,371 | 0 | 7,371 | 3,441 | 0 | 3,441 | 3,930 | |
| Q2 2024 | 9,761 | 68 | 9,829 | 5,782 | 0 | 5,782 | 4,047 | |
| Q3 2024 | 28,104 | 6,989 | 35,093 | — | 35,093 | |||