Westside Investment Management, Inc. Industrial Sector Spdr Transaction History

Westside Investment Management, Inc.

$437 Billion
Q2 2024

A detailed history of Westside Investment Management, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 793 shares of XLI stock, worth $112,288. This represents 0.02% of its overall portfolio holdings.

Number of Shares

793

Previous 793 -0.0%

Holding current value

$112,288

Previous $99.6 Million 2.97%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$96.44 - $114.13 $1,928 - $2,282	20 Added 2.59%	793 $90.4 Million
Q1 2023 May 17, 2023	BUY	$96.51 - $103.67 $6,273 - $6,738	65 Added 9.18%	773 $78.2 Million
Q3 2022 Nov 09, 2022	BUY	$82.84 - $100.53 $16,568 - $20,106	200 Added 39.37%	708 $22.2 Million
Q2 2022 Jul 15, 2022	BUY	$85.56 - $102.18 $8,556 - $10,218	100 Added 24.51%	508 $0
Q1 2021 Apr 14, 2021	BUY	$84.77 - $98.77 $34,586 - $40,298	408 New	408 $0
Q2 2020 Jul 21, 2020	SELL	$56.34 - $76.29 $18,423 - $24,946	-327 Closed	0 $0
Q1 2020 Apr 16, 2020	SELL	$48.77 - $85.23 $74,276 - $129,805	-1,523 Reduced 82.32%	327 $0
Q2 2019 Jul 24, 2019	BUY	N/A	57 Added 3.18%	1,850 $143,000
Q2 2017 Sep 14, 2017	BUY	N/A	1,493 Added 497.67%	1,793 $0
Q2 2017 Aug 15, 2017	BUY	N/A	300	300 $0

Others Institutions Holding XLI

# of Institutions

1,424

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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. Industrial Sector Spdr Transaction History