Oxford Wealth Group, LLC RWJ Holdings History
Oxford Wealth Group, LLC's Invesco S&P SmallCap 600 Revenue ETF Holding Summary
As of 2024-12-31, Oxford Wealth Group, LLC held 107,208.00 shares of Invesco S&P SmallCap 600 Revenue ETF(RWJ), totaling $4.91 Mil. This investment constitutes 3.17% of their stock portfolio, and Oxford Wealth Group, LLC now holds 0.28% of the outstanding Invesco S&P SmallCap 600 Revenue ETF(RWJ) stock.
The initial trade took place in 2024Q1. And since then Oxford Wealth Group, LLC has made 2 purchases of RWJ, at an average price of $44.67, for a total of 112,580.00 shares. In addition, there have been 1 sales at an average price of $43.21 for 5,372.00 shares. Based on historical transaction data and RWJ's current price of $45.53, Oxford Wealth Group, LLC's estimated gain on his RWJ holdings is $84,796.40, reflecting a 1.69% gain to date.
Oxford Wealth Group, LLC RWJ ($45.53) Holding Chart
Oxford Wealth Group, LLC RWJ ($45.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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