Coston, Mc Isaac & Partners SCHWAB TARGET 2055 Transaction History

Coston, Mc Isaac & Partners

  • $293 Million
  • Q2 2025
Number of Shares
1,386
Previous 1,390 0.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
SELL
N/A
-4 Reduced 0.29%
1,386 $0
Q1 2025

May 13, 2025
SELL
N/A
-2 Reduced 0.14%
1,390 $0
Q4 2024

Jan 23, 2025
BUY
N/A
43 Added 3.19%
1,392 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-3 Reduced 0.22%
1,349 $0
Q4 2023

Jan 23, 2024
BUY
N/A
43 Added 3.28%
1,352 $21,000
Q3 2023

Nov 14, 2023
BUY
N/A
1,309 New
1,309 $18,000
Q4 2022

Feb 09, 2023
BUY
N/A
117 Added 9.71%
1,322 $17,000
Q3 2022

Oct 31, 2022
BUY
N/A
1,205 New
1,205 $15,000
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