SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – FlexShares Morningstar Global Upstream Natural Resources Index Fund Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$1.24M
portfolio value
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, 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 | Increase | +2.48% | 801 shares | -37K | $37.59 | 33.11K |
| Q2 2022 | share | Decrease | -0.10% | -31 shares | -233K | $39.67 | 32.31K |
| Q1 2022 | share | Decrease | -1.11% | -363 shares | 223K | $46.83 | 32.34K |
| Q4 2021 | share | Increase | 0.00% | 32.70K shares | 1.29M | $39.29 | 32.70K |