West Coast Financial LLC Schwab Fundamental U S Small C Transaction History

West Coast Financial LLC

  • $909 Million
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 21, 2020
SELL
$22.56 - $40.75 $438,047 - $791,242
-19,417 Closed
0 $0
Q4 2019

Jan 17, 2020
SELL
$36.37 - $40.34 $11,274 - $12,505
-310 Reduced 1.57%
19,417 $781,000
Q2 2019

Jul 16, 2019
SELL
N/A
-3,904 Reduced 16.52%
19,727 $744,000
Q1 2019

Apr 22, 2019
BUY
N/A
237 Added 1.01%
23,631 $880,000
Q4 2018

Jan 29, 2019
SELL
N/A
-2,331 Reduced 9.06%
23,394 $768,000
Q3 2018

Oct 19, 2018
BUY
N/A
1,267 Added 5.18%
25,725 $1.05 Million
Q2 2018

Jul 16, 2018
SELL
N/A
-1,454 Reduced 5.61%
24,458 $976,000
Q1 2018

Apr 17, 2018
SELL
N/A
-337 Reduced 1.28%
25,912 $965,000
Q4 2017

Jan 19, 2018
SELL
N/A
-2,768 Reduced 9.54%
26,249 $995,000
Q3 2017

Nov 02, 2017
BUY
N/A
29,017
29,017 $1.05 Million

Others Institutions Holding FNDA

# of Institutions
428
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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