OXFORD FINANCIAL GROUP LTD – iShares Core Moderate Allocation ETF Transaction History
OXFORD FINANCIAL GROUP LTD portfolio value:
$34,000
portfolio value
OXFORD FINANCIAL GROUP LTD quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -2K | $36.61 | 930 | |
| Q2 2022 | share | Decrease | -10.14% | -105 shares | -8K | $38.96 | 930 |
| Q1 2022 | share | 0.00% | 0 shares | -3K | $42.97 | 1.03K | |
| Q4 2021 | share | 0.00% | 0 shares | 1K | $45.56 | 1.03K | |
| Q3 2021 | share | Decrease | -10.23% | -118 shares | -6K | $44.62 | 1.03K |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $44.74 | 1.15K | |
| Q1 2021 | share | Increase | +116.32% | 620 shares | 27K | $43.14 | 1.15K |
| Q4 2020 | share | Increase | 0.00% | 533 shares | 23K | $42.79 | 533 |