Coastwise Capital Group, LLC SCHWAB STRATEGIC TR Transaction History

Coastwise Capital Group, LLC

  • $124 Million
  • Q2 2025
Number of Shares
25,401
Previous 28,069 9.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
N/A
-2,668 Reduced 9.51%
25,401 $0
Q1 2025

May 05, 2025
BUY
N/A
4,599 Added 19.6%
28,069 $0
Q4 2024

Jan 23, 2025
BUY
N/A
23,470 New
23,470 $0
Track This Portfolio

Track Coastwise Capital Group, LLC Portfolio

Follow Coastwise Capital Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastwise Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastwise Capital Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email