Parkside Advisors LLC Closed Holding Positions

Parkside Advisors LLC

  • $420 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Jul 12, 2022
946
$167.39 - $206.64 $158K - $195K
PSA
Public Storage

Real Estate
Q2 2022 Filed on Jul 12, 2022
578
$297.48 - $419.9 $172K - $243K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2022 Filed on Apr 13, 2022
1,442
$128.66 - $144.3 $186K - $208K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2022 Filed on Apr 13, 2022
792
$224.28 - $282.83 $178K - $224K
WAL
Western Alliance Bancorporation

Financial Services
Q4 2021 Filed on Jan 13, 2022
1,844
$98.78 - $122.78 $182K - $226K
CVNA
Carvana Co.

Consumer Cyclical
Q4 2021 Filed on Jan 13, 2022
735
$204.12 - $303.18 $150K - $223K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q3 2021 Filed on Oct 13, 2021
4,764
$54.36 - $57.55 $259K - $274K
SPOT
Spotify Technology S.A.

Communication Services
Q3 2021 Filed on Oct 13, 2021
2,570
$205.08 - $268.63 $527K - $690K
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on Apr 09, 2021
1,724
$157.49 - $182.87 $272K - $315K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q1 2021 Filed on Apr 09, 2021
7,675
$81.15 - $121.94 $623K - $936K
CMF
Ishares California Muni Bond E

ETFs
Q4 2020 Filed on Jan 11, 2021
133,456
$61.84 - $62.92 $8.25M - $8.4M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2020 Filed on Jan 11, 2021
5,839
$49.66 - $49.86 $290K - $291K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2020 Filed on Jan 11, 2021
2,247
$115.08 - $117.2 $259K - $263K
DOCU
Docusign, Inc.

Technology
Q3 2020 Filed on Oct 06, 2020
1,928
$178.96 - $268.8 $345K - $518K
EFV
Msci Eafe Value ETF

ETFs
Q2 2020 Filed on Jul 08, 2020
9,651
$33.95 - $43.67 $328K - $421K
Abeona Therapeutics Inc
Q2 2020 Filed on Jul 08, 2020
14,530
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on Apr 07, 2020
21,698
$42.11 - $71.71 $914K - $1.56M
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 07, 2020
142,356
$30.61 - $46.3 $4.36M - $6.59M
IWC
Russell Micro Cap ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
35,625
$57.05 - $101.1 $2.03M - $3.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on Apr 07, 2020
64,910
$38.34 - $62.84 $2.49M - $4.08M
BNDX
Vanguard Total International B

ETFs
Q1 2020 Filed on Apr 07, 2020
9,534
$54.96 - $58.4 $524K - $557K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2020 Filed on Apr 07, 2020
23,316
$36.75 - $56.64 $857K - $1.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2020 Filed on Apr 07, 2020
10,040
$30.46 - $45.91 $306K - $461K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 07, 2020
37,544
$29.04 - $46.68 $1.09M - $1.75M
SCHL
Scholastic Corp

Communication Services
Q2 2019 Filed on Jul 10, 2019
5,173
$32.48 - $41.27 $168K - $213K
Talend S A
Q2 2019 Filed on Jul 10, 2019
40,078
N/A
XOM
Exxon Mobil Corp

Energy
Q1 2019 Filed on Apr 11, 2019
8,415
$68.62 - $81.79 $577K - $688K
WDAY
Workday, Inc.

Technology
Q1 2018 Filed on Apr 10, 2018
4,906
$103.4 - $139.07 $507K - $682K
WFC
Wells Fargo & Company

Financial Services
Q4 2017 Filed on Jan 10, 2018
4,408
$53.19 - $61.61 $234K - $272K
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