Donaldson Capital Management, LLC SCHWAB S&P 500 INDX-SEL SHRS Transaction History

Donaldson Capital Management, LLC

  • $2.59 Billion
  • Q3 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 04, 2019
SELL
N/A
-5,942 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
N/A
184 Added 3.2%
5,942 $270,000
Q1 2019

Apr 01, 2019
BUY
N/A
5,758 New
5,758 $251,000
Q3 2018

Nov 06, 2018
SELL
N/A
-5,563 Closed
0 $0
Q2 2018

Aug 07, 2018
BUY
N/A
145 Added 2.68%
5,563 $235,000
Q1 2018

Apr 30, 2018
BUY
N/A
5,418 New
5,418 $221,000
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