Parkside Advisors LLC Sells in Q4 2024

Parkside Advisors LLC

  • $424 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
-1.32K
- 1.91%
$91.26 - $95.82 $120K - $126K
67.9K $6.23M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.45K
- 20.61%
$118.0 - $127.04 $289K - $311K
9.42K $1.15M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-701
- 2.76%
$64.62 - $71.43 $45.3K - $50.1K
24.7K $1.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
-944
- 9.29%
$183.23 - $199.79 $173K - $189K
9.21K $1.71M
IVV
Ishares Core S&P 500 ETF

ETFs
-316
- 11.28%
$570.51 - $610.59 $180K - $193K
2.49K $1.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-782
- 2.96%
$521.84 - $558.82 $408K - $437K
25.6K $13.8M
PM
Philip Morris International Inc.

Consumer Defensive
-615
- 9.43%
$118.38 - $133.06 $72.8K - $81.8K
5.91K $710K
BMY
Bristol Myers Squibb CO

Healthcare
-1.82K
- 31.42%
$51.92 - $59.94 $94.4K - $109K
3.97K $224K
MSFT
Microsoft Corp

Technology
-29
- 0.43%
$406.35 - $454.46 $11.8K - $13.2K
6.77K $2.85M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-1.23K
- 11.8%
$52.19 - $52.87 $63.9K - $64.8K
9.16K $478K
COST
Costco Wholesale Corp

Consumer Defensive
-76
- 11.28%
$873.59 - $994.69 $66.4K - $75.6K
598 $547K
PG
Procter & Gamble CO

Consumer Defensive
-70
- 1.3%
$161.05 - $179.7 $11.3K - $12.6K
5.33K $892K
VIG
Vanguard Dividend Appreciation

ETFs
-21
- 1.14%
N/A
1.83K $332K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-87
- 2.52%
$107.41 - $115.71 $9.34K - $10.1K
3.36K $370K
DE
Deere & CO

Industrials
-12
- 1.08%
$389.45 - $466.0 $4.67K - $5.59K
1.1K $465K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-700
- 0.82%
$33.92 - $36.6 $23.7K - $25.6K
84.7K $2.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-38
- 1.4%
$567.81 - $607.81 $21.6K - $23.1K
2.69K $1.57M
NFLX
Netflix Inc

Communication Services
-139
- 18.48%
$687.65 - $936.56 $95.6K - $130K
613 $546K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.34K
- 1.87%
$124.61 - $133.96 $166K - $179K
70K $9.02M
DIS
Walt Disney CO

Communication Services
-147
- 3.78%
$92.39 - $117.6 $13.6K - $17.3K
3.74K $416K
AMZN
Amazon Com Inc

Consumer Cyclical
-231
- 7.78%
$180.88 - $232.93 $41.8K - $53.8K
2.74K $600K
XLK
Technology Sector Spdr

ETFs
-43
- 0.51%
$220.26 - $241.44 $9.47K - $10.4K
8.46K $1.97M
GOOGL
Alphabet Inc.

Communication Services
-48
- 0.7%
$161.86 - $196.66 $7.77K - $9.44K
6.82K $1.29M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-353
- 0.31%
$198.04 - $221.51 $69.9K - $78.2K
112K $23.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.53K
- 0.66%
$311.11 - $335.64 $474K - $512K
229K $73.9M
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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