Westside Investment Management, Inc. Columbia ETF Tr I Sustainable Transaction History

Westside Investment Management, Inc.

$539 Billion
Q2 2025

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$25.5 - $28.59 $8,415 - $9,434	-330 Reduced 0.64%	51,515 $1.46 Billion
Q3 2023 Nov 15, 2023	BUY	$26.58 - $28.07 $3,986 - $4,210	150 Added 0.29%	51,845 $1.38 Billion
Q2 2023 Jul 14, 2023	SELL	$26.31 - $28.21 $15,786 - $16,926	-600 Reduced 1.15%	51,695 $1.41 Billion
Q1 2023 May 17, 2023	BUY	$24.44 - $26.41 $4,888 - $5,282	200 Added 0.38%	52,295 $1.38 Billion
Q4 2022 Jan 31, 2023	SELL	$20.72 - $25.41 $337,736 - $414,183	-16,300 Reduced 23.83%	52,095 $1.27 Million
Q3 2022 Nov 09, 2022	BUY	$20.66 - $24.7 $15,495 - $18,525	750 Added 1.11%	68,395 $1.42 Million
Q2 2022 Jul 15, 2022	SELL	$23.6 - $27.33 $79,532 - $92,102	-3,370 Reduced 4.75%	67,645 $0
Q1 2022 Apr 25, 2022	BUY	$25.37 - $28.03 $38,435 - $42,465	1,515 Added 2.18%	71,015 $0
Q4 2021 Feb 15, 2022	BUY	$25.83 - $27.66 $38,745 - $41,490	1,500 Added 2.21%	69,500 $0
Q3 2021 Oct 27, 2021	BUY	$27.01 - $28.69 $6,752 - $7,172	250 Added 0.37%	68,000 $0
Q2 2021 Jul 28, 2021	BUY	$27.52 - $28.81 $237,360 - $248,486	8,625 Added 14.59%	67,750 $0
Q1 2021 Apr 14, 2021	BUY	$25.24 - $28.06 $73,196 - $81,374	2,900 Added 5.16%	59,125 $0
Q4 2020 Jan 15, 2021	BUY	$21.16 - $25.39 $134,366 - $161,226	6,350 Added 12.73%	56,225 $0
Q3 2020 Oct 14, 2020	BUY	$21.06 - $22.92 $17,901 - $19,482	850 Added 1.73%	49,875 $0
Q2 2020 Jul 21, 2020	BUY	$18.38 - $23.24 $177,550 - $224,498	9,660 Added 24.54%	49,025 $0
Q1 2020 Apr 16, 2020	BUY	$16.99 - $26.43 $331,729 - $516,045	19,525 Added 98.41%	39,365 $0
Q2 2019 Jul 24, 2019	BUY	N/A	4,817 Added 32.06%	19,840 $500,000
Q4 2018 Feb 05, 2019	BUY	N/A	6,715 Added 80.83%	15,023 $0
Q3 2018 Nov 08, 2018	BUY	N/A	300 Added 3.75%	8,308 $240 Million
Q2 2018 Aug 13, 2018	BUY	N/A	465 Added 6.16%	8,008 $0
Q1 2018 Apr 16, 2018	BUY	N/A	300 Added 4.14%	7,543 $0
Q4 2017 Feb 15, 2018	BUY	N/A	1,733 Added 31.45%	7,243 $0
Q3 2017 Nov 13, 2017	BUY	N/A	1,640 Added 42.38%	5,510 $0
Q2 2017 Aug 15, 2017	BUY	N/A	3,870	3,870 $0

Others Institutions Holding ESGN

# of Institutions

Shares Held

289

Call Options Held

Put Options Held

Retirement Group, LLC

289
Shares

$9,143
0.0% of portfolio

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