Northern Oak Wealth Management Inc First Tr Morningstar Dividend Transaction History

Northern Oak Wealth Management Inc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 24, 2022	SELL	$35.1 - $37.75 $33,345 - $35,862	-950 Reduced 94.43%	56 $2,000
Q4 2021 Feb 16, 2022	SELL	$32.91 - $35.56 $4,607 - $4,978	-140 Reduced 12.22%	1,006 $36,000
Q2 2021 Aug 17, 2021	SELL	$32.86 - $35.14 $390,803 - $417,920	-11,893 Reduced 91.21%	1,146 $38,000
Q1 2019 Apr 24, 2019	BUY	$27.03 - $30.26 $54 - $60	2 Added 0.02%	13,039 $0
Q4 2018 Feb 14, 2019	SELL	$25.99 - $30.19 $4,210 - $4,890	-162 Reduced 1.23%	13,037 $355,000
Q1 2018 May 11, 2018	BUY	$27.43 - $31.14 $168,392 - $191,168	6,139 Added 86.95%	13,199 $0
Q4 2017 Feb 16, 2018	BUY	$28.72 - $30.44 $202,763 - $214,906	7,060	7,060 $0

373

56.7M

800

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.