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

Westside Investment Management, Inc.

$539 Billion
Q2 2025

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 110,095 shares of FCAL stock, worth $5.26 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

110,095

Previous 103,035 6.85%

Holding current value

$5.26 Million

Previous $5.01 Billion 5.46%

% of portfolio

0.98%

Previous 1.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$47.18 - $49.3 $333,090 - $348,058	7,060 Added 6.85%	110,095 $5.28 Billion
Q1 2025 Apr 25, 2025	BUY	$48.53 - $49.76 $102,155 - $104,744	2,105 Added 2.09%	103,035 $5.01 Billion
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

Others Institutions Holding FCAL

# of Institutions

Shares Held

4.58M

Call Options Held

Put Options Held

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About FIRST TR III CALIF MUN HIGH IN

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