All US holdings of this investor are reported in this report. Top holdings included AMERICAN CENTURY CA INTERM-T T-FR BD INV, HARTFORD SCHRODERS TAX-AWARE BOND I, TRANSAMERICA SHORT-TERM BOND I, DWS GLOBAL MACRO S, and AMERICAN FUNDS LTDTERM TXEX BD F1.
Westside Investment Management, Inc. Q4 2021 Portfolio
Sym
Weight
Trade Impact
Company
Class
Share Change
Activity
Value Change $
Value $
* Price $
Shares
Principal
Filing 2021 Q4 compared to 2021 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
DAVID TODD CLARK
MANAGING PARTNER
Oklahoma City, Oklahoma
15 Feb 2022
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