WEST OAK CAPITAL, LLC – Transaction History

WEST OAK CAPITAL, LLC portfolio value:

1.29M
portfolio value

WEST OAK CAPITAL, LLC quarter portfolio value change:

-10.03%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +21.40% 2.82K shares 109K 15.99K
Q2 2022 share Increase +3.84% 487 shares -225K 13.17K
Q1 2022 share Increase +37.12% 3.43K shares 451K 12.69K
Q4 2021 share Decrease -30.75% -4.10K shares -718K 9.25K
Q3 2021 share Increase +9.96% 1.21K shares 166K 13.36K
Q2 2021 share Increase +3.18% 375 shares 118K 12.15K
Q1 2021 share Increase +1.20% 140 shares 28K 11.77K
Q4 2020 share Increase +458.49% 9.55K shares 1.14M 11.63K
Q3 2020 share 0.00% 0 shares 26K 2.08K
Q2 2020 share 0.00% 0 shares 3K 2.08K
Q1 2020 share 0.00% 0 shares -48K 2.08K
Q4 2019 share 0.00% 0 shares 10K 2.08K
Q3 2019 share Increase +15.33% 277 shares 50K 2.08K
Q2 2019 share Increase +34.75% 466 shares 54K 1.80K
Q1 2019 share 0.00% 0 shares 23 1.34K
Q4 2018 share 0.00% 0 shares -9.93K 1.34K
Q3 2018 share 0.00% 0 shares 17.11K 1.34K
Q2 2018 share 0.00% 0 shares 7.22K 1.34K
Q1 2018 share 0.00% 0 shares -711 1.34K
Q4 2017 share 0.00% 0 shares 3.99K 1.34K
Q3 2017 share Decrease -1.11% -15 shares -16.05K 1.34K
Q2 2017 share 0.00% 0 shares 11.10K 1.35K
Q1 2017 share 0.00% 0 shares 12.65K 1.35K
Q4 2016 share 0.00% 0 shares -20.57K 1.35K
Q3 2016 share Increase +87.81% 634 shares 54.51K 1.35K
Q2 2016 share 0.00% 0 shares 8.49K 722
Q1 2016 share 0.00% 0 shares -1.38K 722