Northern Oak Wealth Management Inc Ishares Tr Mtg Real Estate ETF Transaction History

Northern Oak Wealth Management Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 17, 2021	SELL	$34.59 - $38.89 $199,618 - $224,434	-5,771 Reduced 99.72%	16 $1,000
Q2 2020 Aug 17, 2020	SELL	$14.45 - $29.12 $12,282 - $24,752	-850 Reduced 12.81%	5,787 $144,000
Q1 2020 May 15, 2020	SELL	$16.3 - $48.35 $20,603 - $61,114	-1,264 Reduced 16.0%	6,637 $124,000
Q4 2019 Jan 27, 2020	BUY	$41.42 - $44.85 $40,757 - $44,132	984 Added 14.23%	7,901 $351,000
Q1 2019 Apr 24, 2019	SELL	$40.24 - $43.94 $2,052 - $2,240	-51 Reduced 0.73%	6,917 $0
Q4 2018 Feb 14, 2019	BUY	$38.44 - $43.78 $19,181 - $21,846	499 Added 7.71%	6,968 $278,000
Q1 2018 May 11, 2018	BUY	$40.58 - $44.75 $171,207 - $188,800	4,219 Added 187.51%	6,469 $0
Q4 2017 Feb 16, 2018	BUY	$44.17 - $47.54 $99,382 - $106,965	2,250	2,250 $0

141

9.4M

98K

440K

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.