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

1,751

275M

1.92M

1.16M

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