Westside Investment Management, Inc. PUTNAM CA TAX EXEMPT INCOME Y Transaction History

Westside Investment Management, Inc.

46,281

Previous 45,856 0.93%

$329 Million

Previous $335 Million 1.7%

0.06%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	N/A	425 Added 0.93%	46,281 $329 Million
Q1 2025 Apr 25, 2025	BUY	N/A	403 Added 0.89%	45,856 $335 Million
Q4 2024 Jan 17, 2025	BUY	N/A	646 Added 1.44%	45,453 $335 Million
Q3 2024 Nov 20, 2024	BUY	N/A	125 Added 0.28%	44,807 $335 Million
Q2 2024 Jul 17, 2024	BUY	N/A	379 Added 0.86%	44,682 $331 Million
Q1 2024 Apr 19, 2024	BUY	N/A	366 Added 0.83%	44,303 $327 Million
Q4 2023 Jan 12, 2024	BUY	N/A	393 Added 0.9%	43,937 $326 Million
Q3 2023 Nov 15, 2023	BUY	N/A	357 Added 0.83%	43,544 $300 Million
Q2 2023 Jul 14, 2023	BUY	N/A	347 Added 0.81%	43,187 $313 Million
Q1 2023 May 17, 2023	BUY	N/A	339 Added 0.8%	42,840 $312 Million
Q4 2022 Jan 31, 2023	BUY	N/A	325 Added 0.77%	42,501 $304 Million
Q3 2022 Nov 09, 2022	BUY	N/A	42,176 New	42,176 $290 Million

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