Westside Investment Management, Inc. SCHWAB S&P 500 INDEX Transaction History

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Number of Shares
1,345
Previous 1,345 -0.0%
Holding current value
$129 Million
Previous $117 Million 10.39%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
N/A
-58 Reduced 4.13%
1,345 $117 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-157 Reduced 10.06%
1,403 $127 Million
Q2 2024

Jul 17, 2024
BUY
N/A
165 Added 11.83%
1,560 $132 Million
Q4 2023

Jan 12, 2024
BUY
N/A
197 Added 16.44%
1,395 $102 Million
Q2 2023

Jul 14, 2023
SELL
N/A
-618 Reduced 34.03%
1,198 $82.4 Million
Q3 2021

Oct 27, 2021
SELL
N/A
-357 Reduced 16.43%
1,816 $0
Q3 2020

Oct 14, 2020
BUY
N/A
2,173 New
2,173 $0
Q2 2020

Jul 21, 2020
SELL
N/A
-2,173 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
N/A
2,173 New
2,173 $0
Q2 2019

Jul 24, 2019
SELL
N/A
-2,898 Closed
0 $0
Q4 2018

Feb 05, 2019
BUY
N/A
1 Added 0.03%
2,898 $0
Q3 2018

Nov 08, 2018
SELL
N/A
-1 Reduced 0.03%
2,897 $124 Million
Q2 2018

Aug 13, 2018
BUY
N/A
2,898 New
2,898 $0
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