Northern Oak Wealth Management Inc Spdr Portfolio Short Term Corp Transaction History

Northern Oak Wealth Management Inc

$828 Million
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$29.45 - $30.11 $50,065 - $51,187	-1,700 Closed	0 $0
Q1 2022 May 24, 2022	SELL	$30.07 - $30.94 $79,745 - $82,052	-2,652 Reduced 60.94%	1,700 $51,000
Q4 2021 Feb 16, 2022	SELL	$30.92 - $31.24 $6,802 - $6,872	-220 Reduced 4.81%	4,352 $135,000
Q3 2021 Nov 15, 2021	SELL	$31.24 - $31.31 $3,124 - $3,131	-100 Reduced 2.14%	4,572 $143,000
Q2 2021 Aug 17, 2021	SELL	$31.26 - $31.37 $6,720 - $6,744	-215 Reduced 4.4%	4,672 $146,000
Q1 2021 May 14, 2021	SELL	$31.23 - $31.41 $31,386 - $31,567	-1,005 Reduced 17.06%	4,887 $153,000
Q4 2020 Feb 16, 2021	SELL	$31.31 - $31.42 $7,013 - $7,038	-224 Reduced 3.66%	5,892 $185,000
Q4 2019 Jan 27, 2020	SELL	$30.77 - $30.89 $9,231 - $9,267	-300 Reduced 4.68%	6,116 $0
Q3 2019 Oct 31, 2019	SELL	$30.69 - $30.85 $2,455 - $2,468	-80 Reduced 1.23%	6,416 $0
Q2 2019 Jul 30, 2019	SELL	N/A	-656 Reduced 9.17%	6,496 $0
Q4 2018 Feb 14, 2019	BUY	N/A	1,560 Added 27.9%	7,152 $0
Q3 2018 Nov 15, 2018	SELL	N/A	-500 Reduced 8.21%	5,592 $0
Q1 2018 May 11, 2018	SELL	N/A	-68 Reduced 1.1%	6,092 $0
Q4 2017 Feb 16, 2018	BUY	N/A	6,160	6,160 $0

Others Institutions Holding SPSB

# of Institutions

560

Shares Held

191M

Call Options Held

0

Put Options Held

0

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