Northern Oak Wealth Management Inc Ishares Tr Dow Jones Us Medica Transaction History

Northern Oak Wealth Management Inc

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$52.72 - $58.68 $180,776 - $201,213	3,429 New	3,429 $200,000
Q4 2022 Feb 13, 2023	BUY	$47.29 - $54.28 $197,624 - $226,836	4,179 New	4,179 $219,000
Q4 2021 Feb 16, 2022	SELL	$61.58 - $66.32 $23,461 - $25,267	-381 Reduced 8.36%	4,179 $275,000
Q3 2021 Nov 15, 2021	BUY	$60.41 - $67.15 $229,558 - $255,170	3,800 Added 500.0%	4,560 $286,000
Q1 2021 May 14, 2021	SELL	$52.97 - $58.45 $3,390 - $3,740	-64 Reduced 7.77%	760 $251,000
Q3 2020 Nov 16, 2020	BUY	$44.27 - $51.59 $1,460 - $1,702	33 Added 4.17%	824 $247,000
Q4 2019 Jan 27, 2020	SELL	$39.26 - $44.28 $3,219 - $3,630	-82 Reduced 9.39%	791 $34,000
Q2 2019 Jul 30, 2019	BUY	$35.61 - $40.33 $712 - $806	20 Added 2.34%	873 $0
Q1 2019 Apr 24, 2019	SELL	$31.41 - $38.92 $973 - $1,206	-31 Reduced 3.51%	853 $0
Q4 2018 Feb 14, 2019	SELL	$30.61 - $37.95 $5,662 - $7,020	-185 Reduced 17.31%	884 $29,000
Q1 2018 May 11, 2018	SELL	$28.78 - $32.28 $1,439 - $1,614	-50 Reduced 4.47%	1,069 $0
Q4 2017 Feb 16, 2018	BUY	$27.98 - $29.62 $31,309 - $33,144	1,119	1,119 $0

620

36.8M

311K

1.15M

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