TOTAL WEALTH PLANNING, LLC – FlexShares Morningstar Global Upstream Natural Resources Index Fund Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$409,000
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-5.24%
quarter
FlexShares Morningstar Global Upstream Natural Resources Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -72.84% | -29.15K shares | -1.17M | $37.59 | 10.87K |
| Q2 2022 | share | Decrease | -23.51% | -12.30K shares | -863K | $39.67 | 40.03K |
| Q1 2022 | share | Increase | 0.00% | 52.33K shares | 2.45M | $46.83 | 52.33K |