Koa Wealth Management, LLC BROOKFIELD CORP Transaction History

Koa Wealth Management, LLC

  • $129 Billion
  • Q3 2024
Number of Shares
33,648
Previous 36,386 7.52%
Holding current value
$1.79 Billion
Previous $1.51 Billion 18.32%
% of portfolio
1.38%
Previous 1.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
N/A
-2,738 Reduced 7.52%
33,648 $1.79 Billion
Q2 2024

Jul 23, 2024
SELL
N/A
-406 Reduced 1.1%
36,386 $1.51 Billion
Q1 2024

May 07, 2024
SELL
N/A
-259 Reduced 0.7%
36,792 $1.54 Billion
Q4 2023

May 07, 2024
BUY
N/A
37,051 New
37,051 $1.49 Billion
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