Brandywine Oak Private Wealth LLC First Trust Multi Asset Divers Transaction History

Brandywine Oak Private Wealth LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 16, 2020	SELL	$13.24 - $14.56 $192,536 - $211,731	-14,542 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$10.84 - $15.75 $8,064 - $11,718	744 Added 5.39%	14,542 $199,000
Q1 2020 May 06, 2020	BUY	$9.69 - $19.03 $26,889 - $52,808	2,775 Added 25.17%	13,798 $161,000
Q2 2019 Jul 22, 2019	BUY	$18.11 - $18.75 $760 - $787	42 Added 0.38%	11,023 $203,000
Q1 2019 May 09, 2019	BUY	$16.92 - $18.47 $17,512 - $19,116	1,035 Added 10.41%	10,981 $201,000
Q4 2018 Feb 14, 2019	BUY	$16.21 - $18.57 $161,224 - $184,697	9,946 New	9,946 $167,000

101

9.06M

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