Brandywine Oak Private Wealth LLC Ishares Tr Ibonds December 202 Transaction History

Brandywine Oak Private Wealth LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$24.52 - $25.33 $165,240 - $170,698	-6,739 Reduced 31.14%	14,902 $375,000
Q3 2022 Nov 10, 2022	SELL	$24.63 - $25.76 $143,075 - $149,639	-5,809 Reduced 21.16%	21,641 $533,000
Q2 2022 Jul 22, 2022	SELL	$24.88 - $25.49 $199 - $203	-8 Reduced 0.03%	27,450 $695,000
Q1 2022 May 02, 2022	BUY	$25.42 - $26.86 $128,828 - $136,126	5,068 Added 22.64%	27,458 $700,000
Q4 2021 Feb 07, 2022	BUY	$26.8 - $26.92 $274,780 - $276,010	10,253 Added 84.48%	22,390 $632,000
Q3 2021 Oct 18, 2021	BUY	$26.88 - $27.14 $7,230 - $7,300	269 Added 2.27%	12,137 $326,000
Q2 2021 Aug 09, 2021	BUY	$26.77 - $27.05 $317,706 - $321,029	11,868 New	11,868 $320,000

165

17.3M

Get notified when there are updates to the investment portfolio of Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.