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

Coastal Investment Advisors, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$55.41 - $62.08 $26,707 - $29,922	482 New	482 $29,000
Q2 2023 Aug 09, 2023	BUY	$47.67 - $52.37 $3,813 - $4,189	80 New	80 $4,000
Q3 2022 Oct 27, 2022	BUY	$42.35 - $51.01 $3,388 - $4,080	80 New	80 $3,000
Q4 2020 Jan 13, 2021	SELL	$39.35 - $45.48 $247,472 - $286,023	-6,289 Closed	0 $0
Q3 2020 Oct 23, 2020	SELL	$37.26 - $43.03 $2,869 - $3,313	-77 Reduced 1.21%	6,289 $507,000
Q2 2020 Jul 16, 2020	SELL	$29.25 - $38.76 $2,135 - $2,829	-73 Reduced 1.13%	6,366 $472,000
Q1 2020 Apr 23, 2020	BUY	$26.61 - $40.52 $11,868 - $18,071	446 Added 7.44%	6,439 $394,000
Q4 2019 Feb 05, 2020	BUY	$34.42 - $38.54 $550 - $616	16 Added 0.27%	5,993 $454,000
Q3 2019 Oct 18, 2019	SELL	$35.28 - $36.01 $17,040 - $17,392	-483 Reduced 7.48%	5,977 $425,000
Q2 2019 Aug 01, 2019	BUY	N/A	6,460 New	6,460 $455,000

1,353

349M

34.3K

1.2K

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