Lester Murray Antman Dba Simply Rich SCHWAB PRIME ADVANTAGE MONEY INVESTOR Transaction History

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q2 2025
Number of Shares
627,986
Previous 532,465 17.94%
Holding current value
$627,000
Previous $532,000 17.86%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Jul 24, 2025
BUY
N/A
95,521 Added 17.94%
627,986 $627,000
Q1 2025

May 09, 2025
SELL
N/A
-243,218 Reduced 31.36%
532,465 $532,000
Q4 2024

Jan 29, 2025
SELL
N/A
-164,369 Reduced 17.49%
775,683 $775,000
Q3 2024

Oct 18, 2024
BUY
N/A
940,052 New
940,052 $940,000
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