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

419

70.9M

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.