Portside Wealth Group, LLC Spdr Portfolio Transaction History

Portside Wealth Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$47.16 - $53.34 $60,553 - $68,488	-1,284 Reduced 23.52%	4,175 $223 Million
Q4 2023 Jan 16, 2024	SELL	$40.76 - $49.2 $8,844 - $10,676	-217 Reduced 3.82%	5,459 $266 Million
Q3 2023 Oct 27, 2023	SELL	$43.23 - $47.8 $12,839 - $14,196	-297 Reduced 4.97%	5,676 $248 Million
Q2 2023 Sep 01, 2023	SELL	$42.21 - $45.89 $8.66 Million - $9.42 Million	-205,217 Reduced 97.17%	5,973 $274 Million
Q2 2023 Aug 01, 2023	BUY	$42.21 - $45.89 $8.91 Million - $9.69 Million	211,190 New	211,190 $9.69 Million

653

188M

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