Westside Investment Management, Inc. Closed Holding Positions

Westside Investment Management, Inc.

  • $437 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
San Rafael Ca Esd 4 21 Impt Sch Due 08/01/21
Q3 2021 Filed on Oct 27, 2021
40,000
N/A
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
Q3 2021 Filed on Oct 27, 2021
0
$5.85 - $6.31 $0 - $0
First Tr Portfolios Rate Tbd Eff: 07 13 21
Q3 2021 Filed on Oct 27, 2021
20,083
N/A
FINX
Global X Fds Fintech ETF (De)

ETFs
Q3 2021 Filed on Oct 27, 2021
100
$45.19 - $52.21 $4.52K - $5.22K
Alexion Pharmaceuticals
Q3 2021 Filed on Oct 27, 2021
4,459
N/A
Maxim Integrated
Q3 2021 Filed on Oct 27, 2021
45
N/A
IPOF
Social Capital Hedosophia Holdings Corp. Vi

Financial Services
Q3 2021 Filed on Oct 27, 2021
200
$9.8 - $10.44 $1.96K - $2.09K
Slack Technologies
Q3 2021 Filed on Oct 27, 2021
450
N/A
Atlas Crest
Q3 2021 Filed on Oct 27, 2021
2,000
N/A
LEGR
First Tr ETF Indxx Innovation

ETFs
Q3 2021 Filed on Oct 27, 2021
125
$40.95 - $44.07 $5.12K - $5.51K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2021 Filed on Oct 27, 2021
75
$65.5 - $70.6 $4.91K - $5.3K
General Electric
Q3 2021 Filed on Oct 27, 2021
9,130
N/A
LOTZ
Car Lotz, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 27, 2021
1,000
$3.64 - $5.29 $3.64K - $5.29K
CCLP
Csi Compressco LP

Energy
Q3 2021 Filed on Oct 27, 2021
211
$1.18 - $1.89 $249 - $399
SDC
Smile Direct Club, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
100
$4.69 - $8.49 $469 - $849
IPOD
Social Capital Hedosophia Holdings Corp. Iv

Financial Services
Q3 2021 Filed on Oct 27, 2021
200
$9.88 - $10.44 $1.98K - $2.09K
Vanguard High Yield Corp
Q2 2021 Filed on Jul 28, 2021
257
N/A
DBX
Dropbox, Inc.

Technology
Q2 2021 Filed on Jul 28, 2021
1,200
$24.44 - $30.45 $29.3K - $36.5K
Morgan Stanley 8 Pfd
Q2 2021 Filed on Jul 28, 2021
12,500
N/A
Metropolitan West Low Du
Q2 2021 Filed on Jul 28, 2021
282
N/A
Gw Pharmaceuticals
Q2 2021 Filed on Jul 28, 2021
235
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q2 2021 Filed on Jul 28, 2021
3,000
$16.7 - $18.7 $50.1K - $56.1K
CNX
Cnx Resources Corp

Energy
Q2 2021 Filed on Jul 28, 2021
545
$13.03 - $15.34 $7.1K - $8.36K
Social Capital
Q2 2021 Filed on Jul 28, 2021
200
N/A
SU
Suncor Energy Inc

Energy
Q2 2021 Filed on Jul 28, 2021
113
$20.03 - $25.67 $2.26K - $2.9K
CEIX
Consol Energy Inc.

Energy
Q2 2021 Filed on Jul 28, 2021
68
$8.78 - $18.67 $597 - $1.27K
PAA
Plains All American Pipeline LP

Energy
Q2 2021 Filed on Jul 28, 2021
4,000
$8.91 - $12.28 $35.6K - $49.1K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q2 2021 Filed on Jul 28, 2021
1,193
$17.93 - $20.74 $21.4K - $24.7K
CS
Credit Suisse Group Ag

Financial Services
Q2 2021 Filed on Jul 28, 2021
2,500
$10.01 - $11.18 $25K - $28K
Ishares Gold
Q2 2021 Filed on Jul 28, 2021
94,761
N/A
Seagate Technology
Q2 2021 Filed on Jul 28, 2021
3,325
N/A
CLOV
Clover Health Investments, Corp.

Healthcare
Q2 2021 Filed on Jul 28, 2021
100
$6.82 - $22.15 $682 - $2.22K
Osterweis Strategic Inco
Q2 2021 Filed on Jul 28, 2021
842
N/A
CRSR
Corsair Gaming, Inc.

Technology
Q2 2021 Filed on Jul 28, 2021
400
$30.71 - $36.0 $12.3K - $14.4K
FOX
Fox Corp Cl B (De)

Communication Services
Q2 2021 Filed on Jul 28, 2021
100
$35.0 - $37.39 $3.5K - $3.74K
KMI
Kinder Morgan, Inc.

Energy
Q2 2021 Filed on Jul 28, 2021
945
$16.36 - $19.14 $15.5K - $18.1K
Perspecta Inc
Q2 2021 Filed on Jul 28, 2021
76
N/A
Rignet Inc
Q2 2021 Filed on Jul 28, 2021
200
N/A
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q2 2021 Filed on Jul 28, 2021
100
$23.32 - $44.19 $2.33K - $4.42K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2021 Filed on Apr 14, 2021
600
$8.12 - $8.97 $4.87K - $5.38K
Bristol Myers
Q1 2021 Filed on Apr 14, 2021
13,047
N/A
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2021 Filed on Apr 14, 2021
800
$138.9 - $159.13 $111K - $127K
GNUS
Genius Brands International, Inc.

Communication Services
Q1 2021 Filed on Apr 14, 2021
2,500
$1.35 - $3.06 $3.38K - $7.65K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q1 2021 Filed on Apr 14, 2021
100
$54.41 - $58.94 $5.44K - $5.89K
China Mobile Limited
Q1 2021 Filed on Apr 14, 2021
500
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 14, 2021
42
N/A
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2021 Filed on Apr 14, 2021
645
N/A
Wpx Energy
Q1 2021 Filed on Apr 14, 2021
48
N/A
American Intl
Q1 2021 Filed on Apr 14, 2021
53
N/A
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