Meritage Portfolio Management Ishares California Muni Bond E Transaction History

Meritage Portfolio Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 26, 2020	BUY	$62.0 - $63.15 $99,200 - $101,040	1,600 Added 40.46%	5,555 $347,000
Q2 2020 Jul 27, 2020	SELL	$58.99 - $62.38 $94,384 - $99,808	-1,600 Reduced 28.8%	3,955 $246,000
Q1 2020 Apr 27, 2020	SELL	$53.78 - $62.95 $48,133 - $56,340	-895 Reduced 13.88%	5,555 $336,000
Q4 2019 Jan 27, 2020	SELL	$60.79 - $61.64 $46,200 - $46,846	-760 Reduced 10.54%	6,450 $395,000
Q3 2019 Oct 25, 2019	BUY	$60.49 - $61.99 $436,132 - $446,947	7,210 New	7,210 $442,000

314

39.5M

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