Portside Wealth Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Portside Wealth Group, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$66.9 - $76.32 $21,742 - $24,803	-325 Reduced 8.32%	3,582 $273 Million
Q3 2023 Oct 27, 2023	SELL	$70.63 - $75.66 $4,308 - $4,615	-61 Reduced 1.54%	3,907 $275 Million
Q2 2023 Sep 01, 2023	SELL	$69.18 - $73.94 $3.57 Million - $3.81 Million	-51,584 Reduced 92.86%	3,968 $288 Million
Q2 2023 Aug 01, 2023	BUY	$69.18 - $73.94 $3.84 Million - $4.11 Million	55,552 New	55,552 $4.03 Million

1,760

276M

1.92M

1.16M

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Portside Wealth Group, LLC with notifications on news.