Northern Oak Wealth Management Inc Ishares Barclays 20+ Year Trea Transaction History

Northern Oak Wealth Management Inc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 11, 2024	SELL	$82.77 - $100.51 $1,076 - $1,306	-13 Reduced 0.43%	3,010 $297,000
Q3 2023 Oct 24, 2023	BUY	$88.41 - $102.95 $45,089 - $52,504	510 Added 20.29%	3,023 $268,000
Q2 2023 Jul 31, 2023	BUY	$100.28 - $108.53 $252,003 - $272,735	2,513 New	2,513 $258,000
Q2 2021 Aug 17, 2021	SELL	$135.6 - $145.73 $308,625 - $331,681	-2,276 Reduced 99.43%	13 $2,000
Q1 2019 Apr 24, 2019	BUY	$118.66 - $126.56 $8,899 - $9,492	75 Added 3.39%	2,289 $0
Q4 2018 Feb 14, 2019	SELL	$112.0 - $121.51 $5,936 - $6,440	-53 Reduced 2.34%	2,214 $269,000
Q2 2018 Aug 13, 2018	SELL	$116.21 - $122.24 $27,309 - $28,726	-235 Reduced 9.39%	2,267 $0
Q1 2018 May 11, 2018	BUY	$116.74 - $126.09 $129,814 - $140,212	1,112 Added 80.0%	2,502 $0
Q4 2017 Feb 16, 2018	BUY	$122.43 - $128.35 $170,177 - $178,406	1,390	1,390 $0

1,295

402M

120M

93.7M

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