Altfest L J & CO Inc SCHWAB CHARLES FAMILY FD Transaction History

Altfest L J & CO Inc

  • $751 Million
  • Q3 2024
Number of Shares
542,136
Previous 537,824 0.8%
Holding current value
$542,000
Previous $538,000 0.74%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 05, 2024
BUY
N/A
4,312 Added 0.8%
542,136 $542,000
Q2 2024

Aug 07, 2024
SELL
N/A
-43,217 Reduced 7.44%
537,824 $538,000
Q1 2024

Apr 22, 2024
SELL
N/A
-1,044,619 Reduced 64.26%
581,041 $581,000
Q4 2023

Jan 18, 2024
SELL
N/A
-429,647 Reduced 20.9%
1,625,660 $1.63 Million
Q3 2023

Oct 26, 2023
SELL
N/A
-4,555,027 Reduced 68.91%
2,055,307 $2.06 Million
Q2 2023

Aug 09, 2023
BUY
N/A
6,100,147 Added 1195.67%
6,610,334 $6.61 Million
Q1 2023

Apr 20, 2023
SELL
N/A
-494,972 Reduced 49.24%
510,187 $510,000
Q4 2022

Feb 02, 2023
BUY
N/A
1,005,159 New
1,005,159 $1.01 Million
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