Number of Shares
3,899
Previous 3,950 1.29%
Holding current value
$565 Million
Previous $534 Million 5.9%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jul 18, 2024

SELL
N/A
-51 Reduced 1.29%
3,899 $565 Million
Q1 2024

Apr 17, 2024

BUY
N/A
115 Added 3.0%
3,950 $534 Million
Q4 2023

Jan 16, 2024

SELL
N/A
-103 Reduced 2.62%
3,835 $453 Million
Q3 2023

Oct 27, 2023

BUY
N/A
3,938 New
3,938 $351 Million
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.