WEST OAK CAPITAL, LLC – Transaction History
WEST OAK CAPITAL, LLC portfolio value:
1.96M
portfolio value
WEST OAK CAPITAL, LLC quarter portfolio value change:
-5.54%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.95% | -940 shares | -201K | 22.83K | |
| Q2 2022 | share | Decrease | -1.17% | -282 shares | 194K | 23.77K | |
| Q1 2022 | share | Increase | +7.34% | 1.64K shares | 256K | 24.06K | |
| Q4 2021 | share | Decrease | -10.80% | -2.71K shares | -170K | 22.41K | |
| Q3 2021 | share | Increase | +2.70% | 660 shares | -15K | 25.13K | |
| Q2 2021 | share | Decrease | -0.69% | -169 shares | 91K | 24.47K | |
| Q1 2021 | share | Increase | +3.82% | 907 shares | -40K | 24.63K | |
| Q4 2020 | share | Increase | +7.29% | 1.61K shares | 101K | 23.73K | |
| Q3 2020 | share | Decrease | -9.17% | -2.23K shares | -46K | 22.11K | |
| Q2 2020 | share | Decrease | -0.73% | -178 shares | -4K | 24.35K | |
| Q1 2020 | share | Increase | +3.47% | 823 shares | -256K | 24.52K | |
| Q4 2019 | share | Decrease | -12.15% | -3.28K shares | -111K | 23.70K | |
| Q3 2019 | share | Decrease | -11.54% | -3.52K shares | -273K | 26.98K | |
| Q2 2019 | share | Increase | +0.43% | 131 shares | 30K | 30.50K | |
| Q1 2019 | share | Increase | +0.50% | 152 shares | 207.33K | 30.37K | |
| Q4 2018 | share | Increase | +0.52% | 157 shares | 168.39K | 30.22K | |
| Q3 2018 | share | Increase | +1.43% | 425 shares | 318.36K | 30.06K | |
| Q2 2018 | share | Increase | +120.12% | 16.17K shares | 1.01M | 29.64K | |
| Q1 2018 | share | Decrease | -2.29% | -316 shares | -40.06K | 13.46K | |
| Q4 2017 | share | Decrease | -4.70% | -679 shares | -143.54K | 13.78K | |
| Q3 2017 | share | Decrease | -0.26% | -37 shares | -3.07K | 14.46K | |
| Q2 2017 | share | Decrease | -11.92% | -1.96K shares | -111.46K | 14.49K | |
| Q1 2017 | share | Increase | +62.80% | 6.35K shares | 430.10K | 16.46K | |
| Q4 2016 | share | Decrease | -0.74% | -75 shares | -38.64K | 10.11K | |
| Q3 2016 | share | Decrease | -0.03% | -3 shares | 46.48K | 10.18K | |
| Q2 2016 | share | Increase | +8.64% | 810 shares | 86.59K | 10.19K | |
| Q1 2016 | share | Increase | +7.19% | 629 shares | 32.49K | 9.38K |