Coston, Mc Isaac & Partners DFA GLOBAL ALLOCATION 25/75 I Transaction History

Coston, Mc Isaac & Partners

  • $420 Million
  • Q3 2025
Number of Shares
17,870
Previous 19,645 9.04%
Holding current value
$256,000
Previous $0 Infinity%
% of portfolio
0.06%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
N/A
-1,775 Reduced 9.04%
17,870 $256,000
Q2 2025

Aug 12, 2025
BUY
N/A
115 Added 0.59%
19,645 $0
Q1 2025

May 13, 2025
SELL
N/A
-956 Reduced 4.67%
19,530 $0
Q4 2024

Jan 23, 2025
BUY
N/A
442 Added 2.21%
20,486 $0
Q3 2024

Oct 22, 2024
BUY
N/A
106 Added 0.53%
20,044 $0
Q2 2024

Jul 31, 2024
BUY
N/A
49 Added 0.25%
19,938 $0
Q1 2024

Apr 17, 2024
SELL
N/A
-3,587 Reduced 15.28%
19,889 $0
Q4 2023

Jan 23, 2024
BUY
N/A
5,672 Added 31.86%
23,476 $321,000
Q3 2023

Nov 14, 2023
BUY
N/A
144 Added 0.82%
17,804 $241,000
Q2 2023

Aug 01, 2023
SELL
N/A
-9 Reduced 0.05%
17,660 $242,000
Q1 2023

Apr 19, 2023
SELL
N/A
-1,466 Reduced 7.66%
17,669 $239,000
Q4 2022

Feb 09, 2023
BUY
N/A
231 Added 1.22%
19,135 $252,000
Q3 2022

Oct 31, 2022
BUY
N/A
18,904 New
18,904 $244,000
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