Westside Investment Management, Inc. SCHWAB VALUE ADVANTAGE MONEY INV Transaction History

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025
Number of Shares
523,921
Previous 809,710 35.3%
Holding current value
$524 Million
Previous $810 Million 35.3%
% of portfolio
0.11%
Previous 0.17%

Shares

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

Apr 25, 2025
SELL
N/A
-285,789 Reduced 35.3%
523,921 $524 Million
Q4 2024

Jan 17, 2025
BUY
N/A
373,202 Added 85.5%
809,710 $810 Million
Q3 2024

Nov 20, 2024
BUY
N/A
128,080 Added 41.53%
436,508 $437 Million
Q2 2024

Jul 17, 2024
SELL
N/A
-56,607 Reduced 15.51%
308,428 $308 Million
Q1 2024

Apr 19, 2024
BUY
N/A
263,057 Added 257.95%
365,035 $365 Million
Q4 2023

Jan 12, 2024
BUY
N/A
101,978 New
101,978 $102 Million
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