Portside Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History

Portside Wealth Group, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$58.7 - $64.78 $1.54 Million - $1.7 Million	26,240 New	26,240 $1.69 Billion
Q3 2023 Oct 27, 2023	SELL	$50.36 - $54.21 $22,460 - $24,177	-446 Reduced 3.72%	11,551 $584 Million
Q2 2023 Sep 01, 2023	SELL	$47.67 - $52.37 $8.58 Million - $9.42 Million	-179,955 Reduced 93.75%	11,997 $628 Million
Q2 2023 Aug 01, 2023	BUY	$47.67 - $52.37 $9.15 Million - $10.1 Million	191,952 New	191,952 $10.1 Million

1,333

461M

24.7K

3.6K

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