Westside Investment Management, Inc. INVESCO LIMITED TERM CA MUNICIPAL Y Transaction History

Westside Investment Management, Inc.

66,261

Previous 88,249 24.92%

$203 Million

Previous $274 Million 25.64%

0.04%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	N/A	-21,988 Reduced 24.92%	66,261 $203 Million
Q1 2025 Apr 25, 2025	BUY	N/A	298 Added 0.34%	88,249 $274 Million
Q4 2024 Jan 17, 2025	BUY	N/A	453 Added 0.52%	87,951 $274 Million
Q3 2024 Nov 20, 2024	BUY	N/A	86 Added 0.1%	87,498 $275 Million
Q2 2024 Jul 17, 2024	SELL	N/A	-38,074 Reduced 30.34%	87,412 $274 Million
Q1 2024 Apr 19, 2024	SELL	N/A	-33,153 Reduced 20.9%	125,486 $353 Million
Q4 2023 Jan 12, 2024	SELL	N/A	-38,580 Reduced 19.56%	158,639 $498 Million
Q3 2023 Nov 15, 2023	BUY	N/A	1,303 Added 0.67%	197,219 $602 Million
Q2 2023 Jul 14, 2023	BUY	N/A	1,188 Added 0.61%	195,916 $611 Million
Q1 2023 May 17, 2023	BUY	N/A	1,116 Added 0.58%	194,728 $610 Million
Q4 2022 Jan 31, 2023	BUY	N/A	1,010 Added 0.52%	193,612 $602 Million
Q3 2022 Nov 09, 2022	BUY	N/A	161,359 Added 516.46%	192,602 $586 Million
Q2 2022 Jul 15, 2022	SELL	N/A	-1 Reduced -0.0%	31,243 $0
Q1 2022 Apr 25, 2022	BUY	N/A	31,244 New	31,244 $0

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