Coston, Mc Isaac & Partners DIMENSIONAL 2030 TARGET DT RTR INC INSTL Transaction History

Coston, Mc Isaac & Partners

  • $293 Million
  • Q2 2025
Number of Shares
1,162
Previous 1,152 0.87%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
BUY
N/A
10 Added 0.87%
1,162 $0
Q1 2025

May 13, 2025
SELL
N/A
-300 Reduced 20.66%
1,152 $0
Q4 2024

Jan 23, 2025
BUY
N/A
43 Added 3.05%
1,452 $0
Q3 2024

Oct 22, 2024
BUY
N/A
5 Added 0.36%
1,409 $0
Q2 2024

Jul 31, 2024
BUY
N/A
15 Added 1.08%
1,404 $0
Q1 2024

Apr 17, 2024
BUY
N/A
1 Added 0.07%
1,389 $0
Q4 2023

Jan 23, 2024
BUY
N/A
26 Added 1.91%
1,388 $16,000
Q3 2023

Nov 14, 2023
BUY
N/A
1,085 Added 391.7%
1,362 $14,000
Q2 2023

Aug 01, 2023
SELL
N/A
-1,057 Reduced 79.24%
277 $3,000
Q1 2023

Apr 19, 2023
BUY
N/A
2 Added 0.15%
1,334 $15,000
Q4 2022

Feb 09, 2023
BUY
N/A
27 Added 2.07%
1,332 $14,000
Q3 2022

Oct 31, 2022
BUY
N/A
1,305 New
1,305 $14,000
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