Westside Investment Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 1,514 shares of PHO stock, worth $101,786. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,514

Previous 2,122 28.65%

Holding current value

$101,786

Previous $150 Million 33.45%

% of portfolio

0.02%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$65.79 - $72.14 $40,000 - $43,861	-608 Reduced 28.65%	1,514 $99.6 Million
Q3 2024 Nov 20, 2024	BUY	$63.82 - $70.54 $63 - $70	1 Added 0.05%	2,122 $150 Million
Q2 2024 Jul 17, 2024	BUY	$63.04 - $68.93 $63 - $68	1 Added 0.05%	2,121 $138 Million
Q1 2024 Apr 19, 2024	BUY	$58.49 - $66.57 $58 - $66	1 Added 0.05%	2,120 $141 Million
Q4 2023 Jan 12, 2024	BUY	$49.77 - $61.28 $99 - $122	2 Added 0.09%	2,119 $129 Million
Q3 2023 Nov 15, 2023	BUY	$52.79 - $58.32 $31,990 - $35,341	606 Added 40.11%	2,117 $113 Million
Q2 2023 Jul 14, 2023	BUY	$51.27 - $56.39 $51 - $56	1 Added 0.07%	1,511 $85.2 Million
Q1 2023 May 17, 2023	BUY	$50.61 - $55.5 $50 - $55	1 Added 0.07%	1,510 $80.6 Million
Q4 2022 Jan 31, 2023	SELL	$45.7 - $53.8 $36,514 - $42,986	-799 Reduced 34.62%	1,509 $77,000
Q3 2022 Nov 09, 2022	BUY	$45.75 - $54.57 $32,025 - $38,199	700 Added 43.53%	2,308 $37.3 Million
Q1 2022 Apr 25, 2022	BUY	$49.6 - $59.81 $49 - $59	1 Added 0.06%	1,608 $0
Q3 2021 Oct 27, 2021	SELL	$53.8 - $59.62 $5,380 - $5,962	-100 Reduced 5.86%	1,607 $0
Q4 2020 Jan 15, 2021	BUY	$39.82 - $46.45 $39 - $46	1 Added 0.06%	1,707 $0
Q2 2020 Jul 21, 2020	SELL	$29.33 - $38.93 $11,702 - $15,533	-399 Reduced 18.95%	1,706 $0
Q1 2020 Apr 16, 2020	BUY	$26.72 - $41.11 $8,042 - $12,374	301 Added 16.69%	2,105 $0
Q2 2019 Jul 24, 2019	BUY	N/A	1 Added 0.06%	1,804 $3.49 Million
Q4 2018 Feb 05, 2019	BUY	N/A	1 Added 0.06%	1,803 $0
Q2 2018 Aug 13, 2018	BUY	N/A	1,802 New	1,802 $0

Others Institutions Holding PHO

# of Institutions

421

Shares Held

13.1M

Call Options Held

64.7K

Put Options Held

34.7K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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Westside Investment Management, Inc. Invesco Exchange Traded Fd Tr Transaction History