Lester Murray Antman Dba Simply Rich SCHWAB VALUE ADVANTAGE MONEY INV Transaction History

Lester Murray Antman Dba Simply Rich

  • $346 Million
  • Q1 2025
Number of Shares
532,465
Previous 775,683 31.36%
Holding current value
$532,000
Previous $775,000 31.35%
% of portfolio
0.15%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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