Oxford Financial Group LTD Managed Portfolio Ser Tortoise Transaction History

Oxford Financial Group LTD

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 10, 2021	SELL	$14.86 - $18.85 $386,285 - $490,005	-25,995 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$14.89 - $17.92 $13.1 Million - $15.8 Million	-882,857 Reduced 97.14%	25,995 $389,000
Q2 2020 Aug 05, 2020	SELL	$12.68 - $19.51 $642,457 - $988,513	-50,667 Reduced 5.28%	908,852 $15 Million
Q1 2020 May 12, 2020	BUY	$11.57 - $23.89 $1.12 Million - $2.32 Million	97,021 Added 11.25%	959,519 $13 Million
Q4 2019 Feb 10, 2020	BUY	$21.89 - $23.75 $18.9 Million - $20.5 Million	862,498 New	862,498 $20.3 Million

125

20.9M

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