Evensky & Katz LLC Managed Portfolio Ser Tortoise Transaction History

Evensky & Katz LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 05, 2020	SELL	$12.68 - $19.51 $7.75 Million - $11.9 Million	-611,112 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$11.57 - $23.89 $2.02 Million - $4.18 Million	174,773 Added 40.05%	611,112 $8.3 Million
Q4 2019 Feb 13, 2020	SELL	$21.89 - $23.75 $163,168 - $177,032	-7,454 Reduced 1.68%	436,339 $10.3 Million
Q3 2019 Nov 07, 2019	BUY	$23.4 - $24.0 $147,958 - $151,752	6,323 Added 1.45%	443,793 $10.4 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-7,875 Reduced 1.77%	437,470 $10.5 Million
Q1 2019 Aug 06, 2019	BUY	N/A	445,345 New	445,345 $10.6 Million

116

16.5M

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