Coston, Mc Isaac & Partners SCHWAB TARGET 2030 Transaction History

Coston, Mc Isaac & Partners

  • $298 Million
  • Q3 2024
Number of Shares
5,626
Previous 5,574 0.93%
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
Q3 2024

Oct 22, 2024
BUY
N/A
52 Added 0.93%
5,626 $0
Q2 2024

Jul 31, 2024
BUY
N/A
75 Added 1.36%
5,574 $0
Q1 2024

Apr 17, 2024
BUY
N/A
65 Added 1.2%
5,499 $0
Q4 2023

Jan 23, 2024
SELL
N/A
-1,651 Reduced 23.3%
5,434 $84,000
Q3 2023

Nov 14, 2023
BUY
N/A
7,085 New
7,085 $104,000
Q1 2023

Apr 19, 2023
BUY
N/A
279 Added 4.51%
6,462 $94,000
Q4 2022

Feb 09, 2023
BUY
N/A
634 Added 11.43%
6,183 $85,000
Q3 2022

Oct 31, 2022
BUY
N/A
5,549 New
5,549 $76,000
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