Neville Rodie & Shaw Inc FIDELITY INSTL FREEDOM 2030 Transaction History

Neville Rodie & Shaw Inc

13,096

Previous 24,207 45.9%

$233,000

Previous $426,000 45.31%

0.02%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 01, 2025	SELL	N/A	-11,111 Reduced 45.9%	13,096 $233,000
Q4 2024 Jan 06, 2025	BUY	N/A	586 Added 2.48%	24,207 $426,000
Q2 2024 Jul 01, 2024	SELL	N/A	-7,420 Reduced 23.9%	23,621 $415,000
Q4 2023 Jan 02, 2024	BUY	N/A	100 Added 0.32%	31,041 $514,000
Q4 2022 Jan 03, 2023	BUY	N/A	1,081 Added 3.62%	30,941 $453,000
Q2 2022 Jul 06, 2022	BUY	N/A	1,634 Added 5.79%	29,860 $451,000
Q4 2021 Jan 05, 2022	BUY	N/A	1,720 Added 6.49%	28,226 $546,000
Q2 2021 Jul 06, 2021	BUY	N/A	1,057 Added 4.15%	26,506 $534,000
Q4 2020 Mar 04, 2021	BUY	N/A	925 Added 3.77%	25,449 $491,000
Q2 2020 Jul 15, 2020	BUY	N/A	685 Added 2.87%	24,524 $412,000
Q4 2019 Jan 08, 2020	BUY	N/A	793 Added 3.44%	23,839 $425,000
Q2 2019 Jul 01, 2019	BUY	N/A	763 Added 3.42%	23,046 $395,000
Q1 2019 Apr 08, 2019	BUY	N/A	22,283 New	22,283 $383,000
Q4 2018 Jan 03, 2019	SELL	N/A	-11,397 Closed	0 $0
Q3 2018 Oct 09, 2018	SELL	N/A	-2,541 Reduced 18.23%	11,397 $207,000
Q2 2018 Jul 03, 2018	BUY	N/A	13,938 New	13,938 $246,000

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