Coston, Mc Isaac & Partners SCHWAB TARGET 2040 INDEX Transaction History

Coston, Mc Isaac & Partners

  • $420 Million
  • Q3 2025
Number of Shares
278
Previous 242 14.88%
Holding current value
$5,000
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2025
BUY
N/A
36 Added 14.88%
278 $5,000
Q2 2025

Aug 12, 2025
BUY
N/A
37 Added 18.05%
242 $0
Q1 2025

May 13, 2025
BUY
N/A
46 Added 28.93%
205 $0
Q4 2024

Jan 23, 2025
BUY
N/A
55 Added 52.88%
159 $0
Q3 2024

Oct 22, 2024
BUY
N/A
55 Added 112.24%
104 $0
Q2 2024

Jul 31, 2024
BUY
N/A
49 New
49 $0
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