Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Wpx Energy Inc
Q1 2020 Filed on May 15, 2020
100
N/A
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q1 2020 Filed on May 15, 2020
200
$62.87 - $112.81 $12.6K - $22.6K
HYG
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
224
$68.63 - $88.43 $15.4K - $19.8K
UVV
Universal Corp

Consumer Defensive
Q1 2020 Filed on May 15, 2020
290
$38.58 - $58.14 $11.2K - $16.9K
CLMT
Calumet Specialty Products Partners, L.P.

Energy
Q1 2020 Filed on May 15, 2020
270
$0.94 - $4.7 $254 - $1.27K
TWO
Two Harbors Investment Corp.

Real Estate
Q1 2020 Filed on May 15, 2020
478
$2.61 - $15.83 $1.25K - $7.57K
Aurora Cannabis Inc
Q1 2020 Filed on May 15, 2020
1,799
N/A
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2020 Filed on May 15, 2020
996
$9.29 - $11.94 $9.25K - $11.9K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q1 2020 Filed on May 15, 2020
256
$31.56 - $47.91 $8.08K - $12.3K
New Amer High Income Fd Inc
Q4 2019 Filed on Jan 27, 2020
2,700
N/A
NSL
Nuveen Senior Income Fund

Financial Services
Q4 2019 Filed on Jan 27, 2020
958
$5.62 - $5.99 $5.38K - $5.74K
MPW
Medical Properties Trust Inc

Real Estate
Q4 2019 Filed on Jan 27, 2020
2,600
$19.16 - $21.49 $49.8K - $55.9K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2019 Filed on Jan 27, 2020
250
$40.67 - $44.96 $10.2K - $11.2K
Versum Matls Inc
Q4 2019 Filed on Jan 27, 2020
33
N/A
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2019 Filed on Jan 27, 2020
39
$107.21 - $109.95 $4.18K - $4.29K
SVC
Service Properties Trust

Real Estate
Q4 2019 Filed on Jan 27, 2020
850
$22.51 - $26.2 $19.1K - $22.3K
PLUG
Plug Power Inc

Industrials
Q4 2019 Filed on Jan 27, 2020
1,000
$2.38 - $4.0 $2.38K - $4K
PNNT
Pennantpark Investment Corp

Financial Services
Q4 2019 Filed on Jan 27, 2020
2,000
$5.92 - $6.84 $11.8K - $13.7K
WHF
White Horse Finance, Inc.

Financial Services
Q4 2019 Filed on Jan 27, 2020
400
$13.37 - $14.35 $5.35K - $5.74K
OXSQ
Oxford Square Capital Corp.

Financial Services
Q4 2019 Filed on Jan 27, 2020
1,249
$5.11 - $6.22 $6.38K - $7.77K
OXLC
Oxford Lane Capital Corp.

Financial Services
Q4 2019 Filed on Jan 27, 2020
1,285
$8.05 - $9.76 $10.3K - $12.5K
OLP
One Liberty Properties Inc

Real Estate
Q4 2019 Filed on Jan 27, 2020
1,650
$26.48 - $28.71 $43.7K - $47.4K
ICHR
Ichor Holdings, Ltd.

Technology
Q4 2019 Filed on Jan 27, 2020
300
$23.25 - $34.35 $6.98K - $10.3K
HUN
Huntsman Corp

Basic Materials
Q4 2019 Filed on Jan 27, 2020
500
$21.47 - $24.75 $10.7K - $12.4K
AEG
Aegon Nv

Financial Services
Q4 2019 Filed on Jan 27, 2020
2,933
$3.95 - $4.69 $11.6K - $13.8K
Celgene Corp
Q4 2019 Filed on Jan 27, 2020
550
N/A
RF
Regions Financial Corp

Financial Services
Q4 2019 Filed on Jan 27, 2020
1,300
$14.89 - $17.43 $19.4K - $22.7K
IQDF
Flexshares International Quali

ETFs
Q4 2019 Filed on Jan 27, 2020
1,022
$21.75 - $24.33 $22.2K - $24.9K
Altaba Inc
Q4 2019 Filed on Jan 27, 2020
425
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 27, 2020
17,436
N/A
Symantec Corp
Q4 2019 Filed on Jan 27, 2020
530
N/A
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q4 2019 Filed on Jan 27, 2020
142
$42.76 - $46.42 $6.07K - $6.59K
MBB
Ishares Tr

ETFs
Q4 2019 Filed on Jan 27, 2020
209
$107.72 - $108.39 $22.5K - $22.7K
NWBI
Northwest Bancshares, Inc.

Financial Services
Q4 2019 Filed on Jan 27, 2020
741
$16.14 - $17.52 $12K - $13K
TTE
Total Energies Se

Energy
Q4 2019 Filed on Jan 27, 2020
100
$48.54 - $55.3 $4.85K - $5.53K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2019 Filed on Jan 27, 2020
1,019
$7.24 - $10.62 $7.38K - $10.8K
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q4 2019 Filed on Jan 27, 2020
600
$15.1 - $16.32 $9.06K - $9.79K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
Q4 2019 Filed on Jan 27, 2020
800
$16.19 - $17.53 $13K - $14K
CMP
Compass Minerals International Inc

Basic Materials
Q4 2019 Filed on Jan 27, 2020
500
$53.55 - $61.0 $26.8K - $30.5K
CS
Credit Suisse Group Ag

Financial Services
Q4 2019 Filed on Jan 27, 2020
300
$11.42 - $13.63 $3.43K - $4.09K
Fiat Chrysler Automobiles N
Q4 2019 Filed on Jan 27, 2020
50
N/A
SRET
Global X Fds Superdividend Rei

ETFs
Q4 2019 Filed on Jan 27, 2020
950
$44.28 - $46.53 $42.1K - $44.2K
HQY
Healthequity, Inc.

Healthcare
Q4 2019 Filed on Jan 27, 2020
100
$51.99 - $76.5 $5.2K - $7.65K
Brookfield Property Reit Inc
Q4 2019 Filed on Jan 27, 2020
600
N/A
BGX
Blackstone Long Short Credit Income Fund

Financial Services
Q4 2019 Filed on Jan 27, 2020
1,100
$14.94 - $15.84 $16.4K - $17.4K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q4 2019 Filed on Jan 27, 2020
1,289
$4.63 - $5.17 $5.97K - $6.66K
HTHT
Huazhu Group LTD

Consumer Cyclical
Q4 2019 Filed on Jan 27, 2020
600
$32.07 - $41.51 $19.2K - $24.9K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 27, 2020
660
$73.6 - $146.42 $48.6K - $96.6K
CUZ
Cousins Properties Inc

Real Estate
Q4 2019 Filed on Jan 27, 2020
2,121
$35.71 - $41.2 $75.7K - $87.4K
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