Dale Q Rice Investment Management LTD SCHWAB S&P 500 INDEX Transaction History

Dale Q Rice Investment Management LTD

  • $194 Billion
  • Q1 2025
Number of Shares
7,966
Previous 3,983 100.0%
Holding current value
$688 Million
Previous $360 Million 91.45%
% of portfolio
0.36%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
3,983 Added 100.0%
7,966 $688 Million
Q4 2024

Jan 13, 2025
BUY
N/A
3,983 New
3,983 $360 Million
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