Oakwell Private Wealth Management, LLC Ishares Barclays Transaction History

Oakwell Private Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$98.15 - $106.65 $407,715 - $443,024	-4,154 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$106.08 - $113.93 $55,373 - $59,471	-522 Reduced 11.16%	4,154 $446,000
Q4 2021 Jan 21, 2022	BUY	$113.55 - $116.36 $908 - $930	8 Added 0.17%	4,676 $538,000
Q3 2021 Oct 14, 2021	SELL	$114.96 - $118.18 $321,428 - $330,431	-2,796 Reduced 37.46%	4,668 $538,000
Q2 2021 Jul 29, 2021	SELL	$113.04 - $115.78 $71,215 - $72,941	-630 Reduced 7.78%	7,464 $862,000
Q1 2021 Apr 21, 2021	BUY	$112.93 - $119.98 $84,132 - $89,385	745 Added 10.14%	8,094 $914,000
Q4 2020 Feb 10, 2021	BUY	$119.27 - $121.81 $876,515 - $895,181	7,349 New	7,349 $882,000

1,003

239M

17.4M

14.1M

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