Coston, Mc Isaac & Partners SCHWAB DIVIDEND EQUITY Transaction History

Coston, Mc Isaac & Partners

  • $420 Million
  • Q3 2025
Number of Shares
2,860
Previous 2,893 1.14%
Holding current value
$51,000
Previous $0 Infinity%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 05, 2025
SELL
N/A
-33 Reduced 1.14%
2,860 $51,000
Q2 2025

Aug 12, 2025
BUY
N/A
133 Added 4.82%
2,893 $0
Q1 2025

May 13, 2025
SELL
N/A
-246 Reduced 8.18%
2,760 $0
Q4 2024

Jan 23, 2025
BUY
N/A
172 Added 6.07%
3,006 $0
Q3 2024

Oct 22, 2024
SELL
N/A
-369 Reduced 11.52%
2,834 $0
Q2 2024

Jul 31, 2024
BUY
N/A
164 Added 5.4%
3,203 $0
Q1 2024

Apr 17, 2024
BUY
N/A
246 Added 8.81%
3,039 $0
Q4 2023

Jan 23, 2024
BUY
N/A
536 Added 23.75%
2,793 $39,000
Q3 2023

Nov 14, 2023
BUY
N/A
2,106 Added 1394.7%
2,257 $29,000
Q2 2023

Aug 01, 2023
SELL
N/A
-1,374 Reduced 90.1%
151 $2,000
Q1 2023

Apr 19, 2023
BUY
N/A
369 Added 31.92%
1,525 $20,000
Q4 2022

Feb 09, 2023
BUY
N/A
264 Added 29.6%
1,156 $15,000
Q3 2022

Oct 31, 2022
BUY
N/A
892 New
892 $11,000
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