Oakwell Private Wealth Management, LLC Closed Holding Positions

Oakwell Private Wealth Management, LLC

  • $348 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
377
$30.35 - $72.73 $11.4K - $27.4K
IEF
Ishares Barclays

ETFs
Q2 2022 Filed on Aug 03, 2022
4,154
$98.15 - $106.65 $408K - $443K
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Aug 03, 2022
1,653
$124.57 - $152.67 $206K - $252K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Aug 03, 2022
9,076
$39.4 - $46.71 $358K - $424K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
1,501
$87.78 - $223.31 $132K - $335K
DVA
Davita Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
3,299
$94.5 - $116.95 $312K - $386K
NOC
Northrop Grumman Corp

Industrials
Q3 2021 Filed on Oct 14, 2021
679
$345.14 - $371.82 $234K - $252K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2021 Filed on Oct 14, 2021
5,821
$59.87 - $68.61 $349K - $399K
IDEV
Ishares Core Msci Intl Develop

ETFs
Q3 2021 Filed on Oct 14, 2021
12,190
$65.58 - $70.3 $799K - $857K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2021 Filed on Oct 14, 2021
3,355
$86.09 - $86.31 $289K - $290K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Oct 14, 2021
11,491
$47.36 - $53.86 $544K - $619K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2021 Filed on Oct 14, 2021
3,188
$72.22 - $79.08 $230K - $252K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q3 2021 Filed on Oct 14, 2021
6,530
$37.38 - $40.51 $244K - $265K
MGM
Mgm Resorts International

Consumer Cyclical
Q2 2021 Filed on Jul 29, 2021
28,259
$37.14 - $44.16 $1.05M - $1.25M
MMM
3 M CO

Industrials
Q2 2021 Filed on Jul 29, 2021
2,246
$191.6 - $207.33 $430K - $466K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Jul 29, 2021
1,258
$166.46 - $180.76 $209K - $227K
OKTA
Okta, Inc.

Technology
Q1 2021 Filed on Apr 21, 2021
1,424
$208.51 - $291.78 $297K - $415K
AM
Antero Midstream Corp

Energy
Q1 2021 Filed on Apr 21, 2021
11,366
$7.63 - $9.58 $86.7K - $109K
TTD
Trade Desk, Inc.

Technology
Q1 2021 Filed on Apr 21, 2021
1,257
$61.26 - $90.33 $77K - $114K
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