Westside Investment Management, Inc. Closed Holding Positions

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BOH
Bank Of Hawaii Corp

Financial Services
Q3 2024 Filed on Nov 20, 2024
56
$56.24 - $69.13 $3.15K - $3.87K
NURE
Nuveen Short Term Reit ETF

ETFs
Q2 2024 Filed on Jul 17, 2024
75
$28.98 - $31.33 $2.17K - $2.35K
CMA
Comerica Inc

Financial Services
Q3 2023 Filed on Nov 15, 2023
136
$39.95 - $53.96 $5.43K - $7.34K
American Century Ca Interm T T Fr Bd Inv
Q3 2022 Filed on Nov 09, 2022
144,524
N/A
IXUS
Ishares Tr

ETFs
Q2 2022 Filed on Jul 15, 2022
337
$56.25 - $67.81 $19K - $22.9K
ZTS
Zoetis Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
24
$155.97 - $200.09 $3.74K - $4.8K
Volt Information
Q2 2022 Filed on Jul 15, 2022
59
N/A
Franklin Ca Tax Free Income A1
Q2 2022 Filed on Jul 15, 2022
7,724
N/A
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
76
$34.79 - $41.7 $2.64K - $3.17K
KBE
Spdr S&P Bank ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
14,701
$42.82 - $51.88 $629K - $763K
Peoples United
Q2 2022 Filed on Jul 15, 2022
400
N/A
Zynga Inc
Q2 2022 Filed on Jul 15, 2022
100
N/A
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
75
$24.0 - $32.91 $1.8K - $2.47K
BXP
Boston Properties Inc

Real Estate
Q2 2022 Filed on Jul 15, 2022
18
$88.55 - $130.24 $1.59K - $2.34K
MET
Metlife Inc

Financial Services
Q2 2022 Filed on Jul 15, 2022
72
$60.87 - $72.44 $4.38K - $5.22K
EIX
Edison International

Utilities
Q2 2022 Filed on Jul 15, 2022
58
$58.92 - $72.75 $3.42K - $4.22K
VMC
Vulcan Materials CO

Basic Materials
Q2 2022 Filed on Jul 15, 2022
25
$141.45 - $185.43 $3.54K - $4.64K
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2022 Filed on Jul 15, 2022
49
$59.0 - $74.73 $2.89K - $3.66K
LIN
Linde PLC

Basic Materials
Q2 2022 Filed on Jul 15, 2022
20
$287.53 - $335.76 $5.75K - $6.72K
WEC
Wec Energy Group, Inc.

Utilities
Q2 2022 Filed on Jul 15, 2022
22
$90.37 - $108.28 $1.99K - $2.38K
VGR
Vector Group LTD

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
512
$10.16 - $13.22 $5.2K - $6.77K
COHR
Ii Vi Inc

Technology
Q2 2022 Filed on Jul 15, 2022
45
$260.86 - $273.97 $11.7K - $12.3K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2022 Filed on Apr 25, 2022
7,500
$36.82 - $41.14 $276K - $309K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 25, 2022
270
$21.21 - $37.59 $5.73K - $10.1K
First Tr Portfolios Called
Q1 2022 Filed on Apr 25, 2022
20,757
N/A
Resonant Inc
Q1 2022 Filed on Apr 25, 2022
70,000
N/A
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on Apr 25, 2022
50
$257.27 - $315.76 $12.9K - $15.8K
DIDIY
Di Di Global Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
5,500
$1.76 - $5.36 $9.68K - $29.5K
STEM
Stem, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
100
$7.49 - $19.24 $749 - $1.92K
MTN
Vail Resorts Inc

Consumer Cyclical
Q1 2022 Filed on Apr 25, 2022
36
$224.5 - $321.97 $8.08K - $11.6K
BB
Blackberry LTD

Technology
Q1 2022 Filed on Apr 25, 2022
142
$5.94 - $9.37 $843 - $1.33K
Apollo Global
Q1 2022 Filed on Apr 25, 2022
93
N/A
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q1 2022 Filed on Apr 25, 2022
12
$143.67 - $190.77 $1.72K - $2.29K
MNDT
Mandiant, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
15,300
$14.08 - $22.49 $215K - $344K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
100
$41.9 - $49.15 $4.19K - $4.92K
Retail Properties
Q4 2021 Filed on Feb 15, 2022
560
N/A
Fireeye Inc
Q4 2021 Filed on Feb 15, 2022
15,450
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
107
$145.8 - $156.8 $15.6K - $16.8K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
194
$60.25 - $67.16 $11.7K - $13K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
233
$12.84 - $13.89 $2.99K - $3.24K
BOX
Box Inc

Technology
Q4 2021 Filed on Feb 15, 2022
400
$23.41 - $27.71 $9.36K - $11.1K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
Q4 2021 Filed on Feb 15, 2022
1,130
$13.96 - $15.7 $15.8K - $17.7K
SNN
Smith & Nephew PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
113
$31.98 - $37.15 $3.61K - $4.2K
Nuance Communication
Q4 2021 Filed on Feb 15, 2022
201
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 15, 2022
95
N/A
Pimco Dynamic
Q4 2021 Filed on Feb 15, 2022
8,819
N/A
LOTZ
Car Lotz, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 27, 2021
1,000
$3.64 - $5.29 $3.64K - $5.29K
KOIN
Capital Link Global Fintech Le
Q3 2021 Filed on Oct 27, 2021
125
N/A
Alexion Pharmaceuticals
Q3 2021 Filed on Oct 27, 2021
4,459
N/A
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