WEST OAK CAPITAL, LLC – Transaction History
WEST OAK CAPITAL, LLC portfolio value:
1.99M
portfolio value
WEST OAK CAPITAL, LLC quarter portfolio value change:
+5.07%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.51% | 1.9K shares | 365K | 13.40K | |
| Q2 2022 | share | Increase | +1.01% | 115 shares | -793K | 11.50K | |
| Q1 2022 | share | Decrease | -2.36% | -275 shares | -282K | 11.39K | |
| Q4 2021 | share | Decrease | -2.10% | -250 shares | -26K | 11.66K | |
| Q3 2021 | share | Decrease | -9.70% | -1.28K shares | -464K | 11.91K | |
| Q2 2021 | share | Decrease | -12.12% | -1.82K shares | 215K | 13.19K | |
| Q1 2021 | share | Decrease | -6.40% | -1.02K shares | 143K | 15.01K | |
| Q4 2020 | share | Decrease | -3.08% | -510 shares | 226K | 16.04K | |
| Q3 2020 | share | Decrease | -6.31% | -1.11K shares | 487K | 16.55K | |
| Q2 2020 | share | Decrease | -1.45% | -260 shares | 452K | 17.67K | |
| Q1 2020 | share | Increase | +3.28% | 570 shares | -559K | 17.93K | |
| Q4 2019 | share | Decrease | -23.10% | -5.21K shares | -187K | 17.36K | |
| Q3 2019 | share | Decrease | -7.48% | -1.82K shares | 300K | 22.57K | |
| Q2 2019 | share | Increase | +0.93% | 225 shares | 173K | 24.4K | |
| Q1 2019 | share | Increase | +4.00% | 930 shares | 403.73K | 24.17K | |
| Q4 2018 | share | Increase | +3.52% | 790 shares | -444.49K | 23.24K | |
| Q3 2018 | share | Increase | +0.34% | 75 shares | 277.19K | 22.45K | |
| Q2 2018 | share | Increase | +4.12% | 885 shares | 211.16K | 22.38K | |
| Q1 2018 | share | Decrease | -3.07% | -680 shares | 45.47K | 21.49K | |
| Q4 2017 | share | Decrease | -7.10% | -1.69K shares | 38.35K | 22.17K | |
| Q3 2017 | share | Increase | +3.29% | 761 shares | 200.19K | 23.87K | |
| Q2 2017 | share | Increase | +4.68% | 1.03K shares | -9.94K | 23.10K | |
| Q1 2017 | share | Increase | +3.81% | 810 shares | -317.65K | 22.07K | |
| Q4 2016 | share | Decrease | -0.49% | -104 shares | 68.34K | 21.26K | |
| Q3 2016 | share | Increase | +3.09% | 640 shares | 20.32K | 21.36K | |
| Q2 2016 | share | Increase | +3.05% | 614 shares | -207.76K | 20.72K | |
| Q1 2016 | share | Decrease | -5.23% | -1.11K shares | 113.91K | 20.11K |