Coastal Investment Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Coastal Investment Advisors, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$45.24 - $49.04 $18,186 - $19,714	402 Added 25.84%	1,958 $92,000
Q1 2024 Apr 19, 2024	BUY	$44.84 - $49.24 $69,771 - $76,617	1,556 New	1,556 $76,000
Q2 2023 Aug 09, 2023	BUY	$39.91 - $43.82 $24,105 - $26,467	604 New	604 $26,000
Q4 2022 Feb 10, 2023	BUY	$38.25 - $43.54 $18,551 - $21,116	485 New	485 $19,000
Q1 2020 Apr 23, 2020	SELL	$22.29 - $38.7 $20,841 - $36,184	-935 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$33.63 - $38.03 $33 - $38	1 Added 0.11%	935 $69,000
Q3 2019 Oct 18, 2019	SELL	$34.78 - $36.12 $36,762 - $38,178	-1,057 Reduced 53.09%	934 $67,000
Q2 2019 Aug 01, 2019	BUY	N/A	1,026 Added 106.32%	1,991 $145,000
Q1 2019 May 15, 2019	BUY	N/A	965 New	965 $67,000

1,146

147M

55.6K

7.8K

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