Coston, Mc Isaac & Partners SCHWAB TARGET 2060 INDEX Transaction History

Coston, Mc Isaac & Partners

  • $420 Million
  • Q3 2025
Number of Shares
588
Previous 473 24.31%
Holding current value
$13,000
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2025
BUY
N/A
115 Added 24.31%
588 $13,000
Q2 2025

Aug 12, 2025
BUY
N/A
103 Added 27.84%
473 $0
Q1 2025

May 13, 2025
BUY
N/A
114 Added 44.53%
370 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-3 Reduced 1.16%
256 $0
Q2 2024

Jul 31, 2024
BUY
N/A
259 New
259 $0
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