Activity Log
Total Activity
739
Trades
110
Dividends
$898,145
Interest
($1,390,701)
Cash Moves
34
| Date | Account | Type | Ticker | Shares | Price | Amount | Description |
|---|---|---|---|---|---|---|---|
| 2026-08-27 | NW-GROWTH | DEP | - | - | $3,400,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2026-06-12 | NW-FDN | DEP | - | - | $240,000 | CASH DEPOSIT - GIFT TO FOUNDATION | |
| 2026-06-01 | NW-FDN | WDR | - | - | ($90,000) | OUTGOING WIRE - DISTRIBUTION | |
| 2026-05-28 | NW-TRUST | DEP | - | - | $6,500,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2026-04-09 | NW-TRUST | WDR | - | - | ($1,500,000) | OUTGOING WIRE - DISTRIBUTION | |
| 2026-03-26 | NW-GROWTH | DEP | - | - | $2,400,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2026-03-12 | NW-TRUST | DEP | - | - | $4,750,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2026-02-02 | NW-GROWTH | DEP | - | - | $1,800,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2026-01-05 | NW-ROTH | DEP | - | - | $8,000 | CASH DEPOSIT | |
| 2025-12-05 | NW-FDN | DEP | - | - | $230,000 | CASH DEPOSIT - GIFT TO FOUNDATION | |
| 2025-12-04 | NW-FDN | DEP | - | - | $510,000 | CASH DEPOSIT - GIFT TO FOUNDATION | |
| 2025-11-20 | NW-LLC | DEP | - | - | $1,400,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-11-20 | NW-LLC | WDR | - | - | ($900,000) | OUTGOING WIRE - DISTRIBUTION | |
| 2025-11-10 | NW-TRUST | DEP | - | - | $4,500,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-08-20 | NW-GROWTH | DEP | - | - | $1,600,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-08-20 | NW-GROWTH | WDR | - | - | ($600,000) | OUTGOING WIRE - DISTRIBUTION | |
| 2025-07-15 | NW-TRUST | DEP | - | - | $4,000,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-06-13 | NW-GROWTH | DEP | - | - | $1,100,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-06-04 | NW-GROWTH | DEP | - | - | $900,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-06-02 | NW-FDN | DEP | - | - | $80,000 | CASH DEPOSIT - GIFT TO FOUNDATION | |
| 2025-06-02 | NW-FDN | WDR | - | - | ($85,000) | OUTGOING WIRE - DISTRIBUTION | |
| 2025-05-27 | NW-FDN | DEP | - | - | $690,000 | CASH DEPOSIT - GIFT TO FOUNDATION | |
| 2025-05-12 | NW-LLC | DEP | - | - | $1,200,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-04-11 | NW-FDN | DEP | - | - | $510,000 | CASH DEPOSIT - GIFT TO FOUNDATION | |
| 2025-04-10 | NW-LLC | DEP | - | - | $800,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-04-10 | NW-TRUST | DEP | - | - | $1,750,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-04-10 | NW-TRUST | WDR | - | - | ($1,250,000) | OUTGOING WIRE - DISTRIBUTION | |
| 2025-04-07 | NW-GROWTH | DEP | - | - | $700,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-03-24 | NW-LLC | DEP | - | - | $700,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-03-06 | NW-TRUST | DEP | - | - | $2,000,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2025-01-06 | NW-ROTH | DEP | - | - | $8,000 | CASH DEPOSIT | |
| 2024-12-12 | NW-TRUST | DEP | - | - | $1,750,000 | INCOMING WIRE - CAPITAL CONTRIBUTION | |
| 2024-12-09 | NW-FDN | DEP | - | - | $500,000 | CASH DEPOSIT - GIFT TO FOUNDATION | |
| 2024-11-22 | NW-LLC | DEP | - | - | $700,000 | INCOMING WIRE - CAPITAL CONTRIBUTION |