Coston, Mc Isaac & Partners SCHWAB SHORT-TERM BOND INDEX Transaction History

Coston, Mc Isaac & Partners

  • $293 Million
  • Q2 2025
Number of Shares
10,717
Previous 11,675 8.21%
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
SELL
N/A
-958 Reduced 8.21%
10,717 $0
Q1 2025

May 13, 2025
SELL
N/A
-16 Reduced 0.14%
11,675 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-355 Reduced 2.95%
11,691 $0
Q3 2024

Oct 22, 2024
BUY
N/A
105 Added 0.88%
12,046 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-236 Reduced 1.94%
11,941 $0
Q1 2024

Apr 17, 2024
BUY
N/A
371 Added 3.14%
12,177 $0
Q4 2023

Jan 23, 2024
BUY
N/A
204 Added 1.76%
11,806 $112,000
Q3 2023

Nov 14, 2023
BUY
N/A
593 Added 5.39%
11,602 $107,000
Q2 2023

Aug 01, 2023
SELL
N/A
-1,107 Reduced 9.14%
11,009 $103,000
Q1 2023

Apr 19, 2023
SELL
N/A
-184 Reduced 1.5%
12,116 $115,000
Q4 2022

Feb 09, 2023
SELL
N/A
-224 Reduced 1.79%
12,300 $115,000
Q3 2022

Oct 31, 2022
BUY
N/A
12,524 New
12,524 $117,000
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