Northern Oak Wealth Management Inc Ishares Tr Ibonds Dec 2023 Ter Transaction History

Northern Oak Wealth Management Inc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 16, 2021	SELL	$26.15 - $26.26 $266,991 - $268,114	-10,210 Reduced 89.52%	1,195 $31,000
Q3 2020 Nov 16, 2020	BUY	$26.17 - $26.37 $157,020 - $158,220	6,000 Added 111.01%	11,405 $300,000
Q2 2020 Aug 17, 2020	BUY	$25.25 - $26.25 $32,698 - $33,993	1,295 Added 31.51%	5,405 $142,000
Q2 2019 Jul 30, 2019	BUY	$25.34 - $25.73 $5,321 - $5,403	210 Added 5.38%	4,110 $0
Q1 2019 Apr 24, 2019	BUY	$25.08 - $25.5 $7,523 - $7,650	300 Added 8.33%	3,900 $0
Q2 2018 Aug 13, 2018	BUY	$24.64 - $25.02 $14,784 - $15,012	600 Added 20.0%	3,600 $0
Q4 2017 Feb 16, 2018	BUY	$25.08 - $25.58 $75,240 - $76,740	3,000	3,000 $0

457K

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