Coston, Mc Isaac & Partners SCHWAB TARGET 2045 Transaction History

Coston, Mc Isaac & Partners

  • $293 Million
  • Q2 2025
Number of Shares
3,644
Previous 3,644 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-5 Reduced 0.14%
3,644 $0
Q4 2024

Jan 23, 2025
BUY
N/A
82 Added 2.3%
3,649 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-53 Reduced 1.46%
3,567 $0
Q1 2024

Apr 17, 2024
SELL
N/A
-4 Reduced 0.11%
3,620 $0
Q4 2023

Jan 23, 2024
BUY
N/A
105 Added 2.98%
3,624 $54,000
Q3 2023

Nov 14, 2023
BUY
N/A
1,069 Added 43.63%
3,519 $48,000
Q2 2023

Aug 01, 2023
SELL
N/A
-1,054 Reduced 30.08%
2,450 $35,000
Q1 2023

Apr 19, 2023
SELL
N/A
-1 Reduced 0.03%
3,504 $48,000
Q4 2022

Feb 09, 2023
BUY
N/A
254 Added 7.81%
3,505 $45,000
Q3 2022

Oct 31, 2022
BUY
N/A
3,251 New
3,251 $41,000
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