Westside Investment Management, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Westside Investment Management, Inc.

$417 Billion
Q1 2024

A detailed history of Westside Investment Management, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Westside Investment Management, Inc. holds 79,850 shares of SMMU stock, worth $3.98 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

79,850

Previous 85,950 7.1%

Holding current value

$3.98 Million

Previous $4.3 Billion 5.38%

% of portfolio

0.98%

Previous 1.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$49.89 - $50.18 $304,329 - $306,098	-6,100 Reduced 7.1%	79,850 $4.07 Billion
Q4 2023 Jan 12, 2024	SELL	$48.75 - $50.14 $12,187 - $12,535	-250 Reduced 0.29%	85,950 $4.3 Billion
Q3 2023 Nov 15, 2023	BUY	$48.95 - $49.66 $460,130 - $466,803	9,400 Added 12.24%	86,200 $4.22 Billion
Q2 2023 Jul 14, 2023	BUY	$49.33 - $49.85 $261,449 - $264,205	5,300 Added 7.41%	76,800 $3.8 Billion
Q1 2023 May 17, 2023	BUY	$49.23 - $49.88 $1.23 Million - $1.25 Million	25,000 Added 53.76%	71,500 $3.56 Billion

Q4 2022 Jan 31, 2023	BUY	$48.62 - $49.5 $140,998 - $143,550	2,900 Added 6.65%	46,500 $219 Million
Q3 2022 Nov 09, 2022	BUY	N/A	3,400 Added 8.46%	43,600 $285 Million
Q2 2022 Jul 15, 2022	BUY	N/A	8,000 Added 24.84%	40,200 $0
Q1 2022 Apr 25, 2022	BUY	N/A	32,200 New	32,200 $0

Others Institutions Holding SMMU

# of Institutions

142

Shares Held

8.48M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
Sector ETFs
Industry ETFs

More about SMMU

Track This Portfolio

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.

Account

Westside Investment Management, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History