Westside Investment Management, Inc. FIDELITY ADVISOR BALANCED FD A Transaction History

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Number of Shares
2,399
Previous 2,214 8.36%
Holding current value
$74.1 Million
Previous $63.9 Million 16.07%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
185 Added 8.36%
2,399 $74.1 Million
Q4 2024

Jan 17, 2025
BUY
N/A
2,214 New
2,214 $65.4 Million
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