Brandywine Oak Private Wealth LLC Ishares Tr Tips Bd ETF Transaction History

Brandywine Oak Private Wealth LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$113.44 - $123.09 $10,663 - $11,570	94 Added 5.01%	1,971 $224,000
Q1 2022 May 02, 2022	SELL	$122.95 - $129.16 $201,146 - $211,305	-1,636 Reduced 46.57%	1,877 $233,000
Q4 2021 Feb 07, 2022	SELL	$127.7 - $130.86 $8,428 - $8,636	-66 Reduced 1.84%	3,513 $453,000
Q3 2021 Oct 18, 2021	BUY	$127.3 - $130.61 $53,211 - $54,594	418 Added 13.22%	3,579 $457,000
Q2 2021 Aug 09, 2021	BUY	$125.2 - $128.01 $395,757 - $404,639	3,161 New	3,161 $404,000
Q1 2019 May 09, 2019	SELL	$109.53 - $113.07 $6,133 - $6,331	-56 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$108.28 - $110.37 $6,063 - $6,180	56 New	56 $6,000

1,082

110M

1.55M

1.46M

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.