WEATHERLY ASSET MANAGEMENT L. P. – Transaction History
WEATHERLY ASSET MANAGEMENT L. P. portfolio value:
681,000
portfolio value
WEATHERLY ASSET MANAGEMENT L. P. quarter portfolio value change:
-12.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.67% | -4.85K shares | -221K | 30.67K | |
| Q2 2022 | share | Decrease | -10.82% | -4.30K shares | -575K | 35.52K | |
| Q1 2022 | share | Decrease | -2.85% | -1.17K shares | -266K | 39.83K | |
| Q4 2021 | share | Decrease | -13.14% | -6.20K shares | -364K | 41.00K | |
| Q3 2021 | share | Decrease | -17.39% | -9.94K shares | -608K | 47.21K | |
| Q2 2021 | share | Decrease | -22.31% | -16.41K shares | -823K | 57.15K | |
| Q1 2021 | share | Decrease | -8.76% | -7.06K shares | 252K | 73.56K | |
| Q4 2020 | share | Increase | 0.00% | 80.63K shares | 3.28M | 80.63K |