WETHERBY ASSET MANAGEMENT INC – Transaction History
WETHERBY ASSET MANAGEMENT INC portfolio value:
2.45M
portfolio value
WETHERBY ASSET MANAGEMENT INC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.86% | 78 shares | -140K | 9.10K | |
| Q2 2022 | share | Increase | +19.26% | 1.45K shares | 177K | 9.02K | |
| Q1 2022 | share | Increase | +2.37% | 175 shares | -143K | 7.56K | |
| Q4 2021 | share | Increase | +4.61% | 326 shares | 488K | 7.39K | |
| Q3 2021 | share | Increase | +1.39% | 97 shares | 58K | 7.06K | |
| Q2 2021 | share | Increase | +2.98% | 202 shares | 118K | 6.97K | |
| Q1 2021 | share | Decrease | -4.50% | -319 shares | 29K | 6.76K | |
| Q4 2020 | share | Increase | +4.19% | 285 shares | 248K | 7.08K | |
| Q3 2020 | share | Decrease | -12.67% | -987 shares | -33K | 6.80K | |
| Q2 2020 | share | Decrease | -1.60% | -127 shares | 284K | 7.79K | |
| Q1 2020 | share | Decrease | -20.55% | -2.04K shares | -752K | 7.91K | |
| Q4 2019 | share | Decrease | -8.51% | -927 shares | 11K | 9.96K | |
| Q3 2019 | share | Increase | +3.75% | 394 shares | 2K | 10.89K | |
| Q2 2019 | share | Increase | +8.18% | 794 shares | 401K | 10.49K | |
| Q1 2019 | share | Decrease | -2.74% | -273 shares | 150K | 9.70K | |
| Q4 2018 | share | Increase | 0.00% | 9.97K shares | 1.55M | 9.97K |