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  Name: Westside Investment Management Inc.
  City: SANTA MONICA
  State: CA
  Zip: 90403
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $417,159,000
  Total Value Change : $26,056,000
  Securities Held Change : 32
   
All Securities Held : 899
  New Positions : 59
  Closed Positions : 26
  Increased Positions : 171
  Unchanged Positions : 501
  Decreased Positions : 168

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Holdings Found : 26     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ORA)1 Year Chart         ORA Ormat Technologies Inc 861 Closed $68.49 $0 0 0% -8,000 -103 0    Electric Utilities
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc 829 Closed $111.49 $0 0 0% -14,000 -130 0    Asset Management
   (BBT)1 Year Chart         BBT Truist Financial Corp 867 Closed $35.64 $0 0 0% -37,000 -994 0    Domestic Regional Banks
   (IPAY)1 Year Chart         IPAY Amplify Mobile Payments ETF 837 Closed $49.16 $0 0 0% -2,000 -50 0    N/A
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond 860 Closed $46.06 $0 0 0% -10,000 -210 0    Closed - End Fund - E...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 828 Closed $717.15 $0 0 0% -66,000 -113 0    Semiconductor Equipme...
   (SRCL)1 Year Chart         SRCL Stericycle Inc 866 Closed $47.07 $0 0 0% -5,000 -100 0    Waste Management
   (HNST)1 Year Chart         HNST Honest Company, Inc. 834 Closed $2.95 $0 0 0% -8,000 -2,500 0    N/A
   (TSP)1 Year Chart         TSP Tusimple Holdings Inc. 859 Closed $0.31 $0 0 0% -2,000 -2,000 0    N/A
   (BBEU)1 Year Chart         BBEU Jpmorgan Betabuilders Europ... 827 Closed $0.00 $0 0 0% -3,000 -50 0    N/A
   (SPLK)1 Year Chart         SPLK Splunk Inc 865 Closed $156.90 $0 0 0% -76,000 -500 0    Application Software
   (SAGE)1 Year Chart         SAGE Sage Therapeutics, Inc. 833 Closed $0.00 $0 0 0% -7,000 -300 0    N/A
   (EMBC)1 Year Chart         EMBC Embecta Corp. 849 Closed $10.27 $0 0 0% 0 -14 0    N/A
   (NVTA)1 Year Chart         NVTA Invitae Corp 826 Closed $0.00 $0 0 0% 0 -200 0    N/A
   (NTRS)1 Year Chart         NTRS Northern Trust Corp 864 Closed $85.62 $0 0 0% -9,000 -107 0    Domestic Regional Banks
   (SPGI)1 Year Chart         SPGI S&P Global Inc 832 Closed $429.21 $0 0 0% -22,000 -51 0    Publishing
   (HOOD)1 Year Chart         HOOD Robinhood Markets, Inc. 840 Closed $17.85 $0 0 0% -4,000 -300 0    N/A
   (FSR)1 Year Chart         FSR Fisker Inc. 824 Closed $0.04 $0 0 0% 0 -100 0    N/A
   (WDC)1 Year Chart         WDC Western Digital Corp 863 Closed $72.04 $0 0 0% -16,000 -300 0    Data Storage Devices
   (SPHR)1 Year Chart         SPHR Sphere Entertainment Co 831 Closed $39.82 $0 0 0% -9,000 -276 0    N/A
   (ETHO)1 Year Chart         ETHO Amplify Etho Climate Leader... 869 Closed $56.22 $0 0 0% -33,000 -600 0    N/A
   (MS)1 Year Chart         MS Morgan Stanley 839 Closed $95.64 $0 0 0% -7,000 -70 0    Investment Brokerage ...
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 862 Closed $99.60 $0 0 0% -3,000 -26 0    Drug Manufacturers - ...
   (FRC)1 Year Chart         FRC First Republic Bank 830 Closed $0.03 $0 0 0% 0 -300 0    Savings & Loans
   (MJ)1 Year Chart         MJ Amplify Alternative Harvest... 868 Closed $4.04 $0 0 0% -2,000 -500 0    N/A
   (FIS)1 Year Chart         FIS Fidelity National Information 838 Closed $74.05 $0 0 0% -8,000 -126 0    Business Services

      26 Records Found
  1    
Page 1 of 1
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