Oakwell Private Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Oakwell Private Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 27, 2022	BUY	$25.67 - $30.93 $30,829 - $37,146	1,201 Added 9.11%	14,388 $371,000
Q2 2022 Aug 03, 2022	SELL	$28.57 - $34.74 $214,332 - $260,619	-7,502 Reduced 36.26%	13,187 $380,000
Q4 2021 Jan 21, 2022	SELL	$35.28 - $37.98 $4,656 - $5,013	-132 Reduced 0.63%	20,689 $755,000
Q3 2021 Oct 14, 2021	SELL	$35.68 - $38.17 $325,009 - $347,690	-9,109 Reduced 30.43%	20,821 $754,000
Q2 2021 Jul 29, 2021	SELL	$35.87 - $38.34 $53,589 - $57,279	-1,494 Reduced 4.75%	29,930 $1.1 Million
Q1 2021 Apr 21, 2021	SELL	$33.6 - $35.9 $6,417 - $6,856	-191 Reduced 0.6%	31,424 $1.11 Million
Q4 2020 Feb 10, 2021	BUY	$28.3 - $34.03 $894,704 - $1.08 Million	31,615 New	31,615 $1.07 Million

938

484M

4.4K

200

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