Westside Investment Management’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.91K Sell
200
-2,695
-93% -$107K ﹤0.01% 1028
2025
Q1
$41K Hold
2,895
0.01% 431
2024
Q4
$51.9K Hold
2,895
0.01% 401
2024
Q3
$33.5K Hold
2,895
0.01% 467
2024
Q2
$33.8K Hold
2,895
0.01% 447
2024
Q1
$15.4K Hold
2,895
﹤0.01% 564
2023
Q4
$9.53K Hold
2,895
﹤0.01% 599
2023
Q3
$14.2K Hold
2,895
﹤0.01% 532
2023
Q2
$19.7K Buy
2,895
+200
+7% +$1.36K 0.01% 492
2023
Q1
$24.5K Buy
2,695
+1,650
+158% +$15K 0.01% 469
2022
Q4
$10 Hold
1,045
﹤0.01% 606
2022
Q3
$12 Buy
+1,045
New +$12 ﹤0.01% 583