WEST OAK CAPITAL, LLC – Transaction History
WEST OAK CAPITAL, LLC portfolio value:
1.52M
portfolio value
WEST OAK CAPITAL, LLC quarter portfolio value change:
-9.39%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.87% | 2.67K shares | -36K | 36.60K | |
| Q2 2022 | share | Increase | +2.19% | 728 shares | -212K | 33.93K | |
| Q1 2022 | share | Increase | +10.33% | 3.11K shares | -45K | 33.21K | |
| Q4 2021 | share | Decrease | -14.40% | -5.06K shares | -650K | 30.1K | |
| Q3 2021 | share | Increase | +2.97% | 1.01K shares | 52K | 35.16K | |
| Q2 2021 | share | Increase | +2.99% | 990 shares | 4K | 34.15K | |
| Q1 2021 | share | Decrease | -1.38% | -465 shares | 339K | 33.16K | |
| Q4 2020 | share | Decrease | -9.34% | -3.46K shares | 474K | 33.62K | |
| Q3 2020 | share | Decrease | -4.74% | -1.84K shares | -391K | 37.09K | |
| Q2 2020 | share | Decrease | -5.05% | -2.07K shares | 263K | 38.93K | |
| Q1 2020 | share | Increase | +50.92% | 13.83K shares | -444K | 41.00K | |
| Q4 2019 | share | Decrease | -4.16% | -1.18K shares | 213K | 27.17K | |
| Q3 2019 | share | Increase | +1.88% | 522 shares | 9K | 28.35K | |
| Q2 2019 | share | Increase | +2.02% | 550 shares | 252K | 27.82K | |
| Q1 2019 | share | Increase | +66.55% | 10.9K shares | 844.36K | 27.27K | |
| Q4 2018 | share | Increase | +69.05% | 6.69K shares | 157.62K | 16.37K | |
| Q3 2018 | share | Increase | +6.13% | 560 shares | 84.17K | 9.68K | |
| Q2 2018 | share | 0.00% | 0 shares | -5.29K | 9.12K | ||
| Q1 2018 | share | Decrease | -13.50% | -1.42K shares | -169.10K | 9.12K | |
| Q4 2017 | share | Decrease | -0.71% | -75 shares | 12.16K | 10.55K | |
| Q3 2017 | share | Decrease | -5.34% | -600 shares | 22.15K | 10.62K | |
| Q2 2017 | share | Decrease | -3.36% | -390 shares | 55.94K | 11.22K | |
| Q1 2017 | share | Increase | +1.53% | 175 shares | 14.93K | 11.61K | |
| Q4 2016 | share | Decrease | -50.97% | -11.89K shares | -422.29K | 11.44K | |
| Q3 2016 | share | Decrease | -25.31% | -7.90K shares | -222.25K | 23.34K | |
| Q2 2016 | share | Decrease | -11.55% | -4.08K shares | -150.34K | 31.24K | |
| Q1 2016 | share | Decrease | -0.65% | -230 shares | -365.18K | 35.32K |