Northstar Asset Management LLC SCHWAB 529 MODERATELY AGGRESIV Transaction History

Northstar Asset Management LLC

  • $398 Million
  • Q1 2025
Number of Shares
15,856
Previous 17,205 7.84%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-1,349 Reduced 7.84%
15,856 $0
Q4 2024

Jan 29, 2025
BUY
N/A
1,349 Added 8.51%
17,205 $0
Q1 2024

Apr 26, 2024
BUY
N/A
1,001 Added 6.74%
15,856 $0
Q2 2023

Jul 28, 2023
SELL
N/A
-285 Reduced 1.88%
14,855 $0
Q2 2022

Jul 20, 2022
SELL
N/A
-303 Reduced 1.96%
15,140 $400,000
Q1 2022

Apr 26, 2022
BUY
N/A
15,443 New
15,443 $450,000
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