Westside Investment Management, Inc. First Tr Value Line Divid Inde Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Westside Investment Management, Inc. holds 38,477 shares of FVD stock, worth $1.7 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
38,477
Previous 38,477 -0.0%
Holding current value
$1.7 Million
Previous $1.73 Billion 3.09%
% of portfolio
0.35%
Previous 0.37%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 20, 2024
BUY
$40.45 - $45.49 $188,294 - $211,755
4,655 Added 13.76%
38,477 $1.73 Billion
Q2 2024

Jul 17, 2024
BUY
$39.94 - $42.43 $46,530 - $49,430
1,165 Added 3.57%
33,822 $1.38 Billion
Q1 2024

Apr 19, 2024
BUY
$39.94 - $42.23 $119,101 - $125,929
2,982 Added 10.05%
32,657 $1.38 Billion
Q4 2023

Jan 12, 2024
BUY
$36.09 - $40.63 $223,252 - $251,337
6,186 Added 26.34%
29,675 $1.2 Billion
Q3 2023

Nov 15, 2023
BUY
$37.39 - $41.11 $37,390 - $41,110
1,000 Added 4.45%
23,489 $878 Million
Q2 2023

Jul 14, 2023
BUY
$38.66 - $40.72 $25,979 - $27,363
672 Added 3.08%
22,489 $902 Million
Q1 2023

May 17, 2023
BUY
$38.43 - $41.37 $17,831 - $19,195
464 Added 2.17%
21,817 $876 Million
Q4 2022

Jan 31, 2023
BUY
$35.61 - $41.46 $284 - $331
8 Added 0.04%
21,353 $161 Million
Q3 2022

Nov 09, 2022
BUY
$35.79 - $42.23 $76,196 - $89,907
2,129 Added 11.08%
21,345 $144 Million
Q2 2022

Jul 15, 2022
BUY
$37.24 - $43.02 $81,406 - $94,041
2,186 Added 12.84%
19,216 $745,000
Q1 2022

Apr 25, 2022
BUY
$39.95 - $43.09 $153,607 - $165,681
3,845 Added 29.16%
17,030 $720,000
Q2 2021

Jul 28, 2021
BUY
$38.16 - $40.72 $338,326 - $361,023
8,866 Added 205.28%
13,185 $524,000
Q1 2021

Apr 14, 2021
BUY
$34.56 - $38.32 $149,264 - $165,504
4,319 New
4,319 $164,000
Q3 2020

Oct 14, 2020
SELL
$29.87 - $32.88 $35,844 - $39,456
-1,200 Closed
0 $0
Q4 2018

Feb 05, 2019
SELL
$27.8 - $31.88 $31,664 - $36,311
-1,139 Reduced 48.7%
1,200 $34,000
Q3 2018

Nov 08, 2018
BUY
$30.25 - $32.16 $34,454 - $36,630
1,139 Added 94.92%
2,339 $182 Million
Q2 2017

Sep 14, 2017
BUY
N/A
900 Added 300.0%
1,200 $0
Q2 2017

Aug 15, 2017
BUY
N/A
300
300 $0

Others Institutions Holding FVD

# of Institutions
603
Shares Held
145M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email