MERITAGE PORTFOLIO MANAGEMENT – Transaction History
MERITAGE PORTFOLIO MANAGEMENT portfolio value:
$478,000
portfolio value
MERITAGE PORTFOLIO MANAGEMENT quarter portfolio value change:
+17.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.79% | 397 shares | 103K | $97.33 | 4.91K |
| Q2 2022 | share | Decrease | -6.64% | -321 shares | -55K | $83.15 | 4.51K |
| Q1 2022 | share | Increase | +11.27% | 490 shares | 0 | $89.01 | 4.83K |
| Q4 2021 | share | Increase | 0.00% | 4.34K shares | 430K | $98.34 | 4.34K |