Northern Oak Wealth Management Inc Invesco Db Commodity Index Tracking Fund Transaction History

Northern Oak Wealth Management Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$14.62 - $17.5 $657,900 - $787,500	-45,000 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$12.65 - $14.7 $512,514 - $595,570	-40,515 Reduced 47.38%	45,000 $662,000
Q3 2020 Nov 16, 2020	SELL	$12.41 - $13.56 $423,429 - $462,667	-34,120 Reduced 28.52%	85,515 $1.12 Million
Q2 2020 Aug 17, 2020	BUY	$10.5 - $12.46 $574,087 - $681,250	54,675 Added 84.17%	119,635 $1.47 Million
Q4 2019 Jan 27, 2020	SELL	$14.88 - $16.13 $789,384 - $855,696	-53,050 Reduced 44.95%	64,960 $1.04 Million

Q3 2019 Oct 31, 2019	SELL	$14.74 - $16.06 $28,743 - $31,316	-1,950 Reduced 1.63%	118,010 $1.77 Million
Q4 2018 Feb 14, 2019	BUY	$14.39 - $18.54 $54,250 - $69,895	3,770 Added 3.24%	119,960 $1.74 Million
Q2 2018 Aug 13, 2018	BUY	$16.73 - $18.41 $1.94 Million - $2.14 Million	116,190 New	116,190 $0

239

33.3M

548K

49.6K

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

Stay updated on Northern Oak Wealth Management Inc with notifications on news.