Northern Oak Wealth Management Inc Spdr S&P Regional Banking ETF Transaction History

Northern Oak Wealth Management Inc

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	SELL	$56.85 - $68.24 $51,108 - $61,347	-899 Reduced 47.04%	1,012 $59,000
Q1 2022 May 24, 2022	SELL	$67.01 - $78.78 $8,376 - $9,847	-125 Reduced 6.14%	1,911 $132,000
Q3 2021 Nov 15, 2021	SELL	$59.87 - $68.61 $838 - $960	-14 Reduced 0.68%	2,036 $138,000
Q2 2021 Aug 17, 2021	SELL	$63.66 - $71.33 $318 - $356	-5 Reduced 0.24%	2,050 $134,000
Q1 2021 May 14, 2021	BUY	$51.71 - $71.1 $3,050 - $4,194	59 Added 2.96%	2,055 $136,000
Q4 2020 Feb 16, 2021	BUY	$35.92 - $51.95 $3,053 - $4,415	85 Added 4.45%	1,996 $104,000
Q1 2020 May 15, 2020	SELL	$28.13 - $58.41 $8,495 - $17,639	-302 Reduced 13.65%	1,911 $62,000
Q4 2019 Jan 27, 2020	BUY	$50.18 - $59.22 $15,154 - $17,884	302 Added 15.8%	2,213 $0
Q3 2019 Oct 31, 2019	SELL	$52.26 - $54.6 $104,520 - $109,200	-2,000 Reduced 51.14%	1,911 $0
Q2 2019 Jul 30, 2019	SELL	N/A	-1,852 Reduced 32.14%	3,911 $0
Q1 2019 Apr 24, 2019	BUY	N/A	83 Added 1.46%	5,763 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-720 Reduced 11.25%	5,680 $0
Q3 2018 Nov 15, 2018	BUY	N/A	720 Added 12.68%	6,400 $0
Q1 2018 May 11, 2018	BUY	N/A	95 Added 1.7%	5,680 $0
Q4 2017 Feb 16, 2018	SELL	N/A	-5,585 Closed	0 $0
Q3 2017 Nov 15, 2017	BUY	N/A	5,585	5,585 $0

570

79M

32.4M

77.3M

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