Meritage Portfolio Management SCHWAB TOTAL STK MKT INDEX Transaction History

Meritage Portfolio Management

  • $1.63 Billion
  • Q3 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2017

Jan 29, 2018
SELL
N/A
-10,595 Closed
0 $0
Q3 2017

Oct 16, 2017
BUY
N/A
10,595
10,595 $480,000
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