Westside Investment Management, Inc. DFA INVESTMENT GRADE I Transaction History

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025
Number of Shares
14,142
Previous 14,142 -0.0%
Holding current value
$143 Million
Previous $139 Million 2.44%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
N/A
-2,012 Reduced 12.46%
14,142 $140 Million
Q3 2021

Oct 27, 2021
SELL
N/A
-2,534 Reduced 13.56%
16,154 $0
Q2 2019

Jul 24, 2019
BUY
N/A
18,688 New
18,688 $202 Million
Q3 2018

Nov 08, 2018
SELL
N/A
-18,688 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
18,688 New
18,688 $0
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