Coston, Mc Isaac & Partners SCHWAB BALANCED Transaction History

Coston, Mc Isaac & Partners

  • $293 Million
  • Q2 2025
Number of Shares
2,948
Previous 2,902 1.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
BUY
N/A
46 Added 1.59%
2,948 $0
Q1 2025

May 13, 2025
BUY
N/A
40 Added 1.4%
2,902 $0
Q4 2024

Jan 23, 2025
BUY
N/A
174 Added 6.47%
2,862 $0
Q3 2024

Oct 22, 2024
BUY
N/A
32 Added 1.2%
2,688 $0
Q2 2024

Jul 31, 2024
BUY
N/A
66 Added 2.55%
2,656 $0
Q1 2024

Apr 17, 2024
BUY
N/A
149 Added 6.1%
2,590 $0
Q4 2023

Jan 23, 2024
BUY
N/A
210 Added 9.41%
2,441 $37,000
Q3 2023

Nov 14, 2023
BUY
N/A
1,473 Added 194.33%
2,231 $32,000
Q2 2023

Aug 01, 2023
SELL
N/A
-1,311 Reduced 63.36%
758 $11,000
Q1 2023

Apr 19, 2023
SELL
N/A
-340 Reduced 14.11%
2,069 $30,000
Q4 2022

Feb 09, 2023
BUY
N/A
333 Added 16.04%
2,409 $33,000
Q3 2022

Oct 31, 2022
BUY
N/A
2,076 New
2,076 $30,000
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