Oakwell Private Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Oakwell Private Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 14, 2021	SELL	$86.09 - $86.31 $288,831 - $289,570	-3,355 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$86.11 - $86.32 $78,532 - $78,723	-912 Reduced 21.37%	3,355 $289,000
Q1 2021 Apr 21, 2021	SELL	$86.21 - $86.4 $15,776 - $15,811	-183 Reduced 4.11%	4,267 $368,000
Q4 2020 Feb 10, 2021	BUY	$86.32 - $86.46 $384,123 - $384,747	4,450 New	4,450 $384,000

1,206

232M

362K

186K

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.