Northern Oak Wealth Management Inc INVESCO EXCH TRD SLF IDX FD Transaction History

Northern Oak Wealth Management Inc

  • $787 Million
  • Q2 2025

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 16, 2021
SELL
N/A
-214,149 Closed
0 $0
Q3 2020

Nov 16, 2020
SELL
N/A
-243,140 Reduced 53.17%
214,149 $4.54 Million
Q2 2020

Aug 17, 2020
SELL
N/A
-63,607 Reduced 12.21%
457,289 $9.73 Million
Q1 2020

May 15, 2020
SELL
N/A
-331,508 Reduced 38.89%
520,896 $10.9 Million
Q4 2019

Jan 27, 2020
SELL
N/A
-24,402 Reduced 2.78%
852,404 $0
Q3 2019

Oct 31, 2019
SELL
N/A
-21,866 Reduced 2.43%
876,806 $0
Q2 2019

Jul 30, 2019
BUY
N/A
117,752 Added 15.08%
898,672 $0
Q1 2019

Apr 24, 2019
BUY
N/A
215,816 Added 38.19%
780,920 $0
Q4 2018

Feb 14, 2019
BUY
N/A
71,630 Added 14.52%
565,104 $0
Q3 2018

Nov 15, 2018
BUY
N/A
41,104 Added 9.09%
493,474 $0
Q2 2018

Aug 13, 2018
BUY
N/A
452,370 New
452,370 $0
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