WEATHERLY ASSET MANAGEMENT L. P. – Transaction History
WEATHERLY ASSET MANAGEMENT L. P. portfolio value:
454,000
portfolio value
WEATHERLY ASSET MANAGEMENT L. P. quarter portfolio value change:
+12.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.46% | -10 shares | 48K | 2.15K | |
| Q2 2022 | share | Decrease | -2.04% | -45 shares | -243K | 2.16K | |
| Q1 2022 | share | 0.00% | 0 shares | -194K | 2.21K | ||
| Q4 2021 | share | Increase | +0.45% | 10 shares | -18K | 2.21K | |
| Q3 2021 | share | 0.00% | 0 shares | 296K | 2.2K | ||
| Q2 2021 | share | Decrease | -4.35% | -100 shares | 80K | 2.2K | |
| Q1 2021 | share | 0.00% | 0 shares | -53K | 2.3K | ||
| Q4 2020 | share | Increase | +4.31% | 95 shares | 137K | 2.3K | |
| Q3 2020 | share | Increase | 0.00% | 2.20K shares | 401K | 2.20K |