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

Coastal Investment Advisors, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $431,662 - $456,374	5,694 Added 294.26%	7,629 $593,000
Q1 2024 Apr 19, 2024	SELL	$75.25 - $80.63 $912,406 - $977,638	-12,125 Reduced 86.24%	1,935 $156,000
Q4 2023 Jan 19, 2024	SELL	$66.9 - $76.32 $1.46 Million - $1.67 Million	-21,875 Reduced 60.87%	14,060 $1.07 Million
Q2 2023 Aug 09, 2023	SELL	$69.18 - $73.94 $12,452 - $13,309	-180 Reduced 0.5%	35,935 $2.61 Million
Q1 2023 May 05, 2023	BUY	$70.28 - $78.03 $2.27 Million - $2.52 Million	32,247 Added 833.69%	36,115 $2.64 Million
Q4 2022 Feb 10, 2023	SELL	$67.16 - $79.06 $3,693 - $4,348	-55 Reduced 1.4%	3,868 $292,000
Q3 2022 Oct 27, 2022	BUY	$66.43 - $77.87 $35,274 - $41,348	531 Added 15.65%	3,923 $261,000
Q2 2022 Aug 09, 2022	BUY	$70.31 - $80.24 $5,343 - $6,098	76 Added 2.29%	3,392 $245,000
Q1 2022 Apr 13, 2022	BUY	$75.14 - $81.94 $1,127 - $1,229	15 Added 0.45%	3,316 $262,000
Q4 2021 Jan 18, 2022	BUY	$74.93 - $80.86 $974 - $1,051	13 Added 0.4%	3,301 $267,000
Q3 2021 Oct 18, 2021	BUY	$74.23 - $78.13 $244,068 - $256,891	3,288 New	3,288 $244,000
Q3 2019 Oct 18, 2019	SELL	$54.39 - $55.76 $2,121 - $2,174	-39 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	N/A	39 New	39 $2,000

1,751

275M

1.92M

1.16M

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