Jamison Private Wealth Management, Inc. BROOKFIELD CORP Transaction History

Jamison Private Wealth Management, Inc.

  • $602 Billion
  • Q2 2024
Number of Shares
54,525
Previous 55,931 2.51%
Holding current value
$2.22 Billion
Previous $2.34 Billion 5.34%
% of portfolio
0.37%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
SELL
N/A
-1,406 Reduced 2.51%
54,525 $2.22 Billion
Q1 2024

Apr 26, 2024
SELL
N/A
-17 Reduced 0.03%
55,931 $2.34 Billion
Q4 2023

Jan 17, 2024
SELL
N/A
-4,333 Reduced 7.19%
55,948 $2.25 Billion
Q3 2023

Jan 05, 2024
BUY
N/A
60,281 New
60,281 $1.91 Billion
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