Dale Q Rice Investment Management LTD SCHWAB US TREASURY MONEY INVESTOR Transaction History

Dale Q Rice Investment Management LTD

  • $142 Billion
  • Q3 2025
Number of Shares
705,136
Previous 721,627 2.29%
Holding current value
$705 Million
Previous $722 Million 2.29%
% of portfolio
0.5%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-16,491 Reduced 2.29%
705,136 $705 Million
Q2 2025

Jul 29, 2025
SELL
N/A
-296,637 Reduced 29.13%
721,627 $722 Million
Q1 2025

Apr 21, 2025
BUY
N/A
395,160 Added 63.42%
1,018,264 $1.02 Billion
Q4 2024

Jan 13, 2025
BUY
N/A
623,104 New
623,104 $623 Million
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