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

Westside Investment Management, Inc.

$470 Billion
Q3 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 $1.68 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

38,477

Previous 33,822 13.76%

Holding current value

$1.68 Million

Previous $1.38 Billion 25.71%

% of portfolio

0.37%

Previous 0.32%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

586

Shares Held

139M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

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