Coston, Mc Isaac & Partners SCHWAB MARKETTRACK BALANCED Transaction History

Coston, Mc Isaac & Partners

21,118

Previous 24,226 12.83%

Previous $0 NaN%

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	N/A	-3,108 Reduced 12.83%	21,118 $0
Q4 2024 Jan 23, 2025	BUY	N/A	2,269 Added 10.33%	24,226 $0
Q3 2024 Oct 22, 2024	BUY	N/A	20 Added 0.09%	21,957 $0
Q2 2024 Jul 31, 2024	BUY	N/A	92 Added 0.42%	21,937 $0
Q1 2024 Apr 17, 2024	SELL	N/A	-172 Reduced 0.78%	21,845 $0
Q4 2023 Jan 23, 2024	SELL	N/A	-155 Reduced 0.7%	22,017 $412,000
Q3 2023 Nov 14, 2023	BUY	N/A	939 Added 4.42%	22,172 $395,000
Q2 2023 Aug 01, 2023	SELL	N/A	-22,440 Reduced 51.38%	21,233 $392,000
Q1 2023 Apr 19, 2023	BUY	N/A	795 Added 1.85%	43,673 $781,000
Q4 2022 Feb 09, 2023	BUY	N/A	2,538 Added 6.29%	42,878 $731,000
Q3 2022 Oct 31, 2022	BUY	N/A	40,340 New	40,340 $672,000

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