Westside Investment Management, Inc. Hartford Fds Exchange Traded Transaction History

Westside Investment Management, Inc.

$469 Billion
Q1 2025

A detailed history of Westside Investment Management, Inc. transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Westside Investment Management, Inc. holds 2,000 shares of HTAB stock, worth $37,040. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,000

Previous 2,000 -0.0%

Holding current value

$37,040

Previous $38.7 Million 0.98%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$18.05 - $19.41 $113,715 - $122,283	-6,300 Reduced 75.9%	2,000 $38,000
Q3 2022 Nov 09, 2022	SELL	$18.35 - $19.93 $447,740 - $486,292	-24,400 Reduced 74.62%	8,300 $152,000
Q2 2022 Jul 15, 2022	SELL	$18.99 - $20.01 $1.3 Million - $1.36 Million	-68,200 Reduced 67.59%	32,700 $630,000
Q1 2022 Apr 25, 2022	BUY	$19.95 - $21.24 $319,200 - $339,840	16,000 Added 18.85%	100,900 $2.01 Million
Q4 2021 Feb 15, 2022	BUY	$21.22 - $21.64 $642,966 - $655,692	30,300 Added 55.49%	84,900 $1.8 Million
Q3 2021 Oct 27, 2021	BUY	$21.63 - $21.88 $166,551 - $168,476	7,700 Added 16.42%	54,600 $1.18 Million
Q2 2021 Jul 28, 2021	SELL	$21.57 - $21.82 $56,082 - $56,732	-2,600 Reduced 5.25%	46,900 $1.02 Million
Q1 2021 Apr 14, 2021	BUY	$21.52 - $21.89 $1 Million - $1.02 Million	46,500 Added 1550.0%	49,500 $1.07 Million
Q1 2020 Apr 16, 2020	BUY	$19.55 - $21.41 $58,650 - $64,230	3,000 New	3,000 $62,000

Others Institutions Holding HTAB

# of Institutions

Shares Held

16.8M

Call Options Held

Put Options Held

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About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
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Westside Investment Management, Inc. Hartford Fds Exchange Traded Transaction History