Westside Investment Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Westside Investment Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $30,100 - $32,252	400 New	400 $32.3 Million
Q1 2023 May 17, 2023	SELL	$70.28 - $78.03 $9,066 - $10,065	-129 Closed	0 $0
Q2 2022 Jul 15, 2022	SELL	$70.31 - $80.24 $2,038 - $2,326	-29 Reduced 18.35%	129 $0
Q3 2021 Oct 27, 2021	BUY	$74.23 - $78.13 $9,575 - $10,078	129 Added 444.83%	158 $0
Q4 2020 Jan 15, 2021	BUY	$54.8 - $65.16 $1,589 - $1,889	29 New	29 $0

1,757

276M

1.92M

1.16M

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