Northern Oak Wealth Management Inc First Tr ETF Fd Iv First Tr Lo Transaction History

Northern Oak Wealth Management Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 16, 2022	SELL	$49.97 - $50.67 $13,491 - $13,680	-270 Reduced 83.85%	52 $3,000
Q3 2021 Nov 15, 2021	SELL	$50.52 - $50.94 $6,820 - $6,876	-135 Reduced 29.54%	322 $16,000
Q2 2021 Aug 17, 2021	SELL	$50.83 - $51.19 $520,956 - $524,646	-10,249 Reduced 95.73%	457 $23,000
Q1 2019 Apr 24, 2019	BUY	$51.01 - $51.34 $16,068 - $16,172	315 Added 3.03%	10,706 $0
Q4 2018 Feb 14, 2019	SELL	$50.81 - $51.07 $11,076 - $11,133	-218 Reduced 2.05%	10,391 $530,000

Q3 2018 Nov 15, 2018	BUY	$50.94 - $51.29 $101 - $102	2 Added 0.02%	10,609 $0
Q1 2018 May 11, 2018	BUY	$51.29 - $51.74 $234,600 - $236,658	4,574 Added 75.82%	10,607 $0
Q4 2017 Feb 16, 2018	BUY	$51.63 - $52.04 $311,483 - $313,957	6,033	6,033 $0

395

65.9M

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