Portside Wealth Group, LLC BROOKFIELD CORP Transaction History

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024
Number of Shares
19,678
Previous 19,940 1.31%
Holding current value
$1.05 Billion
Previous $1.06 Billion 1.31%
% of portfolio
0.18%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
N/A
-262 Reduced 1.31%
19,678 $1.05 Billion
Q3 2024

Oct 31, 2024
SELL
N/A
-116 Reduced 0.58%
19,940 $1.06 Billion
Q2 2024

Jul 18, 2024
SELL
N/A
-1,458 Reduced 6.78%
20,056 $833 Million
Q1 2024

Apr 17, 2024
SELL
N/A
-5,698 Reduced 20.94%
21,514 $901 Million
Q4 2023

Jan 16, 2024
SELL
N/A
-3,801 Reduced 12.26%
27,212 $1.09 Billion
Q3 2023

Oct 27, 2023
BUY
N/A
2,159 Added 7.48%
31,013 $971 Million
Q2 2023

Sep 01, 2023
SELL
N/A
-1,076,794 Reduced 97.39%
28,854 $971 Million
Q2 2023

Aug 01, 2023
BUY
N/A
1,105,648 New
1,105,648 $0
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