Oak Family Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Oak Family Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 03, 2022	SELL	$13.13 - $14.91 $200,232 - $227,377	-15,250 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$14.93 - $15.37 $344,883 - $355,047	-23,100 Reduced 60.23%	15,250 $229,000
Q2 2021 Jul 29, 2021	BUY	$14.87 - $15.32 $10,409 - $10,724	700 Added 1.86%	38,350 $588,000
Q1 2021 May 05, 2021	BUY	$14.51 - $15.16 $4,715 - $4,927	325 Added 0.87%	37,650 $564,000
Q4 2020 Feb 12, 2021	BUY	$14.64 - $15.27 $546,438 - $569,952	37,325 New	37,325 $569,000

507

175M

14.4K

200

Get notified when there are updates to the investment portfolio of Oak Family Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Oak Family Advisors, LLC with notifications on news.