Portside Wealth Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Portside Wealth Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$81.05 - $81.66 $1.99 Million - $2 Million	-24,526 Reduced 52.83%	21,902 $1.79 Billion
Q1 2024 Apr 17, 2024	BUY	$81.49 - $82.34 $1.14 Million - $1.15 Million	14,021 Added 43.27%	46,428 $3.8 Billion
Q4 2023 Jan 16, 2024	SELL	$80.62 - $82.04 $3.58 Million - $3.64 Million	-44,382 Reduced 57.8%	32,407 $2.66 Billion
Q3 2023 Oct 27, 2023	BUY	$80.71 - $81.38 $6.2 Million - $6.25 Million	76,789 New	76,789 $6.22 Billion
Q2 2023 Aug 01, 2023	BUY	$81.05 - $82.41 $517,099 - $525,775	6,380 New	6,380 $517,000

1,212

233M

466K

196K

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