Coston, Mc Isaac & Partners SCHWAB TARGET 2040 Transaction History

Coston, Mc Isaac & Partners

  • $420 Million
  • Q3 2025
Number of Shares
193
Previous 149 29.53%
Holding current value
$3,000
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2025
BUY
N/A
44 Added 29.53%
193 $3,000
Q2 2025

Aug 12, 2025
BUY
N/A
40 Added 36.7%
149 $0
Q1 2025

May 13, 2025
BUY
N/A
47 Added 75.81%
109 $0
Q4 2024

Jan 23, 2025
BUY
N/A
3 Added 5.08%
62 $0
Q4 2023

Jan 23, 2024
BUY
N/A
2 Added 3.51%
59 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-1,289 Reduced 95.77%
57 $0
Q2 2023

Aug 01, 2023
SELL
N/A
-15 Reduced 1.1%
1,346 $21,000
Q1 2023

Apr 19, 2023
BUY
N/A
52 Added 3.97%
1,361 $21,000
Q4 2022

Feb 09, 2023
BUY
N/A
144 Added 12.36%
1,309 $19,000
Q3 2022

Oct 31, 2022
BUY
N/A
1,165 New
1,165 $16,000
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