All US holdings of this investor are reported in this report. Top holdings included FIDELITY ADVISOR INTERM MUNI INC I, VANGUARD CA INTERM-TERM TAX-EXEMPT ADM, INVESCO LIMITED TERM CA MUNICIPAL Y, AMERICAN FUNDS TAX-EXEMPT BOND F2, and JPMORGAN CORE BOND I.
Westside Investment Management, Inc. Q3 2022 Portfolio
Sym
Weight
Trade Impact
Company
Class
Share Change
Activity
Value Change $
Value $
* Price $
Shares
Principal
Filing 2022 Q3 compared to 2022 Q2 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
Okc, Oklahoma
09 Nov 2022
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