Columbia Asset Management Schwab US Broad Market Transaction History

Columbia Asset Management

  • $574 Million
  • Q3 2024
Number of Shares
3,231
Previous 3,616 10.65%
Holding current value
$215,000
Previous $227,000 5.29%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024
SELL
N/A
-385 Reduced 10.65%
3,231 $215,000
Q2 2024

Aug 05, 2024
BUY
N/A
3,616 New
3,616 $227,000
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