Oakwell Private Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Oakwell Private Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$43.67 - $46.49 $31,049 - $33,054	-711 Reduced 6.46%	10,299 $450,000
Q2 2023 Jul 26, 2023	BUY	$45.36 - $47.24 $56,790 - $59,144	1,252 Added 12.83%	11,010 $508,000
Q1 2023 May 04, 2023	BUY	$45.4 - $47.21 $58,974 - $61,325	1,299 Added 15.36%	9,758 $456,000
Q4 2022 Feb 01, 2023	SELL	$43.48 - $46.24 $266,836 - $283,774	-6,137 Reduced 42.05%	8,459 $385,000
Q3 2022 Oct 27, 2022	BUY	$43.92 - $47.21 $89,684 - $96,402	2,042 Added 16.27%	14,596 $642,000
Q2 2022 Aug 03, 2022	BUY	$45.07 - $47.95 $332,887 - $354,158	7,386 Added 142.92%	12,554 $576,000
Q1 2022 May 03, 2022	SELL	$47.75 - $51.66 $14,420 - $15,601	-302 Reduced 5.52%	5,168 $247,000
Q4 2021 Jan 21, 2022	SELL	$51.25 - $51.8 $14,503 - $14,659	-283 Reduced 4.92%	5,470 $283,000
Q3 2021 Oct 14, 2021	SELL	$51.57 - $52.51 $2,475 - $2,520	-48 Reduced 0.83%	5,753 $297,000
Q2 2021 Jul 29, 2021	SELL	$51.61 - $52.39 $44,384 - $45,055	-860 Reduced 12.91%	5,801 $302,000
Q1 2021 Apr 21, 2021	BUY	$51.39 - $52.66 $308 - $315	6 Added 0.09%	6,661 $344,000
Q4 2020 Feb 10, 2021	BUY	$51.59 - $52.53 $343,331 - $349,587	6,655 New	6,655 $349,000

323

67.9M

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.