WEST OAK CAPITAL, LLC – Transaction History
WEST OAK CAPITAL, LLC portfolio value:
$60,000
portfolio value
WEST OAK CAPITAL, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | 0.00% | 0 shares | -8K | $28.13 | 2.15K | |
Q2 2022 | share | 0.00% | 0 shares | -11K | $31.45 | 2.15K | |
Q1 2022 | share | Decrease | -85.89% | -13.08K shares | -513K | $36.72 | 2.15K |
Q4 2021 | share | Increase | +13.40% | 1.8K shares | 72K | $38.93 | 15.23K |
Q3 2021 | share | Increase | +1.85% | 244 shares | 0 | $38.7 | 13.43K |
Q2 2021 | share | Decrease | -2.55% | -345 shares | 11K | $39.45 | 13.19K |
Q1 2021 | share | Decrease | -1.88% | -260 shares | 12K | $37.3 | 13.53K |
Q4 2020 | share | Increase | +15.68% | 1.87K shares | 122K | $35.7 | 13.79K |
Q3 2020 | share | Decrease | -6.98% | -895 shares | -6K | $30.69 | 11.92K |
Q2 2020 | share | Decrease | -0.90% | -117 shares | 47K | $29.08 | 12.82K |
Q1 2020 | share | Increase | +3.35% | 420 shares | -87K | $25.05 | 12.94K |
Q4 2019 | share | Increase | +14.40% | 1.57K shares | 72K | $32.61 | 12.52K |
Q3 2019 | share | Increase | +17.35% | 1.61K shares | 50K | $30.22 | 10.94K |
Q2 2019 | share | Increase | +0.53% | 49 shares | 9K | $30.44 | 9.32K |
Q1 2019 | share | Decrease | -0.47% | -44 shares | 25.75K | $29.46 | 9.27K |
Q4 2018 | share | Increase | +16.05% | 1.28K shares | -5.06K | $26.67 | 9.32K |
Q3 2018 | share | Decrease | -12.45% | -1.14K shares | -33.88K | $30.64 | 8.03K |
Q2 2018 | share | Decrease | -6.28% | -615 shares | -26.78K | $30.2 | 9.17K |
Q1 2018 | share | Increase | 0.00% | 9.78K shares | 329.98K | $30.81 | 9.78K |
Q4 2017 | share | Decrease | -100.00% | -7.95K shares | -266.12K | $31.13 | 0 |
Q3 2017 | share | Increase | +3.22% | 248 shares | 21.31K | $29.88 | 7.95K |
Q2 2017 | share | Increase | +2.27% | 171 shares | 19.82K | $28.37 | 7.70K |
Q1 2017 | share | Increase | +0.70% | 52 shares | 17.93K | $26.67 | 7.53K |
Q4 2016 | share | Increase | +1.01% | 75 shares | -6.14K | $24.71 | 7.48K |
Q3 2016 | share | Increase | +61.08% | 2.80K shares | 88.56K | $25.05 | 7.40K |
Q2 2016 | share | Increase | +105.96% | 2.36K shares | 64.11K | $23.59 | 4.59K |
Q1 2016 | share | Decrease | -1.67% | -38 shares | -2.05K | $23.59 | 2.23K |