Portside Wealth Group, LLC Ishares Treasury Floating Rate Transaction History

Portside Wealth Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$50.47 - $50.7 $38,003 - $38,177	-753 Reduced 14.54%	4,427 $224 Million
Q4 2023 Jan 16, 2024	SELL	$50.37 - $50.75 $64,070 - $64,554	-1,272 Reduced 19.71%	5,180 $261 Million
Q3 2023 Oct 27, 2023	BUY	$50.46 - $50.74 $99,204 - $99,754	1,966 Added 43.83%	6,452 $325 Million
Q2 2023 Sep 01, 2023	SELL	$50.42 - $50.67 $2.94 Million - $2.95 Million	-58,318 Reduced 92.86%	4,486 $227 Million
Q2 2023 Aug 01, 2023	BUY	$50.42 - $50.67 $3.17 Million - $3.18 Million	62,804 New	62,804 $3.18 Million

411

84.1M

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