Westside Investment Management, Inc. Hartford Fds Total Return Bd E Transaction History

Westside Investment Management, Inc.

$539 Billion
Q2 2025

A detailed history of Westside Investment Management, Inc. transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Westside Investment Management, Inc. holds 23,200 shares of HTRB stock, worth $786,016. This represents 0.15% of its overall portfolio holdings.

Number of Shares

23,200

Previous 23,200 -0.0%

Holding current value

$786,016

Previous $786 Million 0.01%

% of portfolio

0.15%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$33.03 - $34.09 $117,256 - $121,019	-3,550 Reduced 13.27%	23,200 $786 Million
Q4 2024 Jan 17, 2025	BUY	$33.33 - $35.01 $39,996 - $42,012	1,200 Added 4.7%	26,750 $892 Million
Q2 2024 Jul 17, 2024	BUY	$32.72 - $33.9 $158,692 - $164,415	4,850 Added 23.43%	25,550 $856 Million
Q1 2024 Apr 19, 2024	BUY	$33.37 - $34.14 $15,016 - $15,363	450 Added 2.22%	20,700 $697 Million
Q4 2023 Jan 12, 2024	BUY	$31.25 - $34.37 $23,437 - $25,777	750 Added 3.85%	20,250 $689 Million
Q3 2023 Nov 15, 2023	BUY	$32.09 - $33.76 $625,755 - $658,320	19,500 New	19,500 $626 Million

Others Institutions Holding HTRB

# of Institutions

132

Shares Held

49.1M

Call Options Held

Put Options Held

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Westside Investment Management, Inc. Hartford Fds Total Return Bd E Transaction History