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

Northern Oak Wealth Management Inc

$857 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 16, 2022	SELL	N/A	-185,372 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	N/A	-85,758 Reduced 31.63%	185,372 $3.91 Million
Q2 2021 Aug 17, 2021	SELL	N/A	-129,849 Reduced 32.38%	271,130 $5.72 Million
Q1 2021 May 14, 2021	SELL	N/A	-166,111 Reduced 29.29%	400,979 $8.47 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-585,902 Reduced 50.82%	567,090 $12 Million
Q3 2020 Nov 16, 2020	BUY	N/A	53,151 Added 4.83%	1,152,992 $24.6 Million
Q2 2020 Aug 17, 2020	BUY	N/A	15,367 Added 1.42%	1,099,841 $23.5 Million
Q1 2020 May 15, 2020	BUY	N/A	16,911 Added 1.58%	1,084,474 $22.7 Million
Q4 2019 Jan 27, 2020	BUY	N/A	80,326 Added 8.14%	1,067,563 $0
Q3 2019 Oct 31, 2019	BUY	N/A	66,616 Added 7.24%	987,237 $0
Q2 2019 Jul 30, 2019	BUY	N/A	136,970 Added 17.48%	920,621 $0
Q1 2019 Apr 24, 2019	BUY	N/A	181,972 Added 30.24%	783,651 $0
Q4 2018 Feb 14, 2019	BUY	N/A	45,374 Added 8.16%	601,679 $0
Q3 2018 Nov 15, 2018	BUY	N/A	62,904 Added 12.75%	556,305 $0
Q2 2018 Aug 13, 2018	BUY	N/A	493,401 New	493,401 $0

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