Westside Investment Management, Inc. First Tr Iii Calif Mun High In Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Westside Investment Management, Inc. holds 100,930 shares of FCAL stock, worth $5.01 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
100,930
Previous 90,830 11.12%
Holding current value
$5.01 Million
Previous $4.55 Billion 9.42%
% of portfolio
1.05%
Previous 0.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$49.2 - $50.51 $496,920 - $510,151
10,100 Added 11.12%
100,930 $4.98 Billion
Q3 2024

Nov 20, 2024
BUY
$49.34 - $50.4 $44,406 - $45,360
900 Added 1.0%
90,830 $4.55 Billion
Q2 2024

Jul 17, 2024
BUY
$48.79 - $49.83 $199,063 - $203,306
4,080 Added 4.75%
89,930 $4.45 Billion
Q1 2024

Apr 19, 2024
SELL
$49.35 - $50.06 $51,817 - $52,563
-1,050 Reduced 1.21%
85,850 $4.26 Billion
Q4 2023

Jan 12, 2024
BUY
$46.46 - $50.0 $115,220 - $124,000
2,480 Added 2.94%
86,900 $4.34 Billion
Q3 2023

Nov 15, 2023
BUY
$47.17 - $49.28 $250,944 - $262,169
5,320 Added 6.73%
84,420 $3.99 Billion
Q2 2023

Jul 14, 2023
BUY
$48.23 - $49.81 $48,230 - $49,810
1,000 Added 1.28%
79,100 $3.87 Billion
Q1 2023

May 17, 2023
BUY
$48.34 - $49.9 $14,502 - $14,970
300 Added 0.39%
78,100 $3.84 Billion
Q4 2022

Jan 31, 2023
BUY
$46.25 - $48.99 $2.79 Million - $2.96 Million
60,400 Added 347.13%
77,800 $342 Million
Q3 2022

Nov 09, 2022
BUY
$46.82 - $49.83 $814,668 - $867,042
17,400 New
17,400 $328 Million

About FIRST TR III CALIF MUN HIGH IN

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