Oakwell Private Wealth Management, LLC Ishares Tr Transaction History

Oakwell Private Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	SELL	$109.74 - $110.1 $8,011 - $8,037	-73 Reduced 3.6%	1,955 $214,000
Q3 2022 Oct 27, 2022	SELL	$109.92 - $110.13 $359,218 - $359,904	-3,268 Reduced 61.71%	2,028 $223,000
Q2 2022 Aug 03, 2022	BUY	$109.96 - $110.28 $373,754 - $374,841	3,399 Added 179.18%	5,296 $583,000
Q1 2022 May 03, 2022	SELL	$110.22 - $110.4 $38,907 - $38,971	-353 Reduced 15.69%	1,897 $209,000
Q4 2021 Jan 21, 2022	SELL	$110.39 - $110.47 $24,506 - $24,524	-222 Reduced 8.98%	2,250 $248,000
Q3 2021 Oct 14, 2021	BUY	$110.46 - $110.49 $273,057 - $273,131	2,472 New	2,472 $273,000
Q1 2021 Apr 21, 2021	SELL	$110.51 - $110.53 $218,478 - $218,517	-1,977 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$110.51 - $110.7 $218,478 - $218,853	1,977 New	1,977 $219,000

727

103M

3.8K

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