Northern Oak Wealth Management Inc Spdr Portfolio S&P 500 High Di Transaction History

Northern Oak Wealth Management Inc

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	BUY	$38.63 - $45.45 $20,126 - $23,679	521 Added 10.45%	5,505 $220,000
Q1 2022 May 24, 2022	SELL	$41.75 - $44.47 $21,918 - $23,346	-525 Reduced 9.53%	4,984 $219,000
Q4 2021 Feb 16, 2022	BUY	$38.92 - $42.05 $4,086 - $4,415	105 Added 1.94%	5,509 $232,000
Q3 2021 Nov 15, 2021	BUY	$38.21 - $40.67 $21,206 - $22,571	555 Added 11.45%	5,404 $211,000
Q2 2021 Aug 17, 2021	SELL	$38.86 - $42.51 $1,088 - $1,190	-28 Reduced 0.57%	4,849 $194,000
Q1 2021 May 14, 2021	SELL	$32.4 - $39.92 $5,184 - $6,387	-160 Reduced 3.18%	4,877 $188,000
Q3 2020 Nov 16, 2020	SELL	$26.58 - $29.31 $61,771 - $68,116	-2,324 Reduced 31.57%	5,037 $138,000
Q2 2020 Aug 17, 2020	SELL	$22.98 - $32.18 $82,268 - $115,204	-3,580 Reduced 32.72%	7,361 $205,000
Q1 2020 May 15, 2020	BUY	$21.02 - $39.9 $91,100 - $172,926	4,334 Added 65.6%	10,941 $269,000
Q4 2019 Jan 27, 2020	SELL	$36.46 - $39.61 $1,093 - $1,188	-30 Reduced 0.45%	6,607 $0
Q3 2019 Oct 31, 2019	BUY	$37.62 - $38.84 $54,360 - $56,123	1,445 Added 27.83%	6,637 $0
Q2 2019 Jul 30, 2019	SELL	N/A	-1,413 Reduced 21.39%	5,192 $0
Q1 2019 Apr 24, 2019	BUY	N/A	929 Added 16.37%	6,605 $0
Q4 2018 Feb 14, 2019	BUY	N/A	26 Added 0.46%	5,676 $0
Q3 2018 Nov 15, 2018	BUY	N/A	150 Added 2.73%	5,650 $0
Q2 2018 Aug 13, 2018	SELL	N/A	-1,390 Reduced 20.17%	5,500 $0
Q1 2018 May 11, 2018	BUY	N/A	6,890 New	6,890 $0

494

51.3M

88.3K

33.1K

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