Strategic Wealth Partners, Ltd. Dj Brookfield Global Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 10, 2020	SELL	$37.42 - $41.6 $713,075 - $792,729	-19,056 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$33.42 - $43.47 $102,733 - $133,626	3,074 Added 19.23%	19,056 $755,000
Q4 2019 Jan 30, 2020	BUY	$44.43 - $47.03 $222,772 - $235,808	5,014 Added 45.71%	15,982 $750,000
Q3 2019 Oct 28, 2019	BUY	$45.17 - $46.11 $44,176 - $45,095	978 Added 9.79%	10,968 $496,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,174 Added 13.32%	9,990 $450,000
Q1 2019 May 14, 2019	BUY	N/A	4,903 Added 125.3%	8,816 $389,000
Q4 2018 Jan 24, 2019	BUY	N/A	607 Added 18.36%	3,913 $0
Q3 2018 Dec 06, 2018	BUY	N/A	249 Added 8.15%	3,306 $137,000
Q2 2018 Sep 04, 2018	SELL	N/A	-1,152 Reduced 27.37%	3,057 $128,000
Q1 2018 Jul 13, 2018	BUY	N/A	4,209 New	4,209 $169,000

Others Institutions Holding TOLZ

# of Institutions

52

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

About DJ BROOKFIELD GLOBAL

Ticker TOLZ
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