Meritage Portfolio Management Ishares S&P 500 Value ETF Transaction History

Meritage Portfolio Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 Apr 25, 2019	SELL	$99.16 - $114.4 $271,698 - $313,456	-2,740 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	$95.36 - $116.8 $261,286 - $320,032	2,740 New	2,740 $277,000
Q1 2018 Apr 26, 2018	SELL	$106.61 - $121.11 $367,804 - $417,829	-3,450 Closed	0 $0
Q4 2017 Jan 29, 2018	SELL	$108.39 - $114.78 $32,517 - $34,434	-300 Reduced 8.0%	3,450 $394,000
Q3 2017 Oct 16, 2017	BUY	$107.31 - $107.91 $402,412 - $404,662	3,750	3,750 $405,000

1,553

139M

91.7K

29.4K

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