Balanced Pool shares owned by Westside Investment Management
Quarter-by-quarter ownership of Balanced Pool shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in Balanced Pool
Tip: Access up to 7 years of quarterly data
All positions including Balanced Pool held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Balanced Pool by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $185k | 1.9k | 97.68 |
| 2025-06-30 | $176k | 1.9k | 92.66 |
| 2025-03-31 | $161k | 1.9k | 84.89 |
| 2024-12-31 | $164k | 1.9k | 86.43 |
More positions owned by Westside Investment Management
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