WEST OAK CAPITAL, LLC – Transaction History
WEST OAK CAPITAL, LLC portfolio value:
1.07M
portfolio value
WEST OAK CAPITAL, LLC quarter portfolio value change:
-11.14%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.89% | 450 shares | -89K | 12.01K | |
| Q2 2022 | share | Increase | +31.00% | 2.73K shares | 283K | 11.56K | |
| Q1 2022 | share | Increase | +35.12% | 2.29K shares | 247K | 8.83K | |
| Q4 2021 | share | Decrease | -2.32% | -155 shares | 44K | 6.53K | |
| Q3 2021 | share | Increase | +0.53% | 35 shares | -2K | 6.69K | |
| Q2 2021 | share | Increase | +11.66% | 695 shares | 34K | 6.65K | |
| Q1 2021 | share | Increase | +3.03% | 175 shares | 26K | 5.96K | |
| Q4 2020 | share | Increase | +1.40% | 80 shares | -21K | 5.78K | |
| Q3 2020 | share | Decrease | -3.14% | -185 shares | 37K | 5.70K | |
| Q2 2020 | share | Decrease | -7.24% | -460 shares | -44K | 5.89K | |
| Q1 2020 | share | Increase | +3.00% | 185 shares | -9K | 6.35K | |
| Q4 2019 | share | Decrease | -1.44% | -90 shares | -26K | 6.16K | |
| Q3 2019 | share | Decrease | -1.57% | -100 shares | 65K | 6.25K | |
| Q2 2019 | share | 0.00% | 0 shares | 27K | 6.35K | ||
| Q1 2019 | share | Decrease | -1.32% | -85 shares | 56.96K | 6.35K | |
| Q4 2018 | share | Decrease | -42.73% | -4.80K shares | -304.68K | 6.44K | |
| Q3 2018 | share | Decrease | -31.16% | -5.09K shares | -305.34K | 11.24K | |
| Q2 2018 | share | Decrease | -21.22% | -4.4K shares | -244.02K | 16.33K | |
| Q1 2018 | share | Decrease | -10.59% | -2.45K shares | -240.42K | 20.73K | |
| Q4 2017 | share | Decrease | -1.40% | -330 shares | 63.92K | 23.19K | |
| Q3 2017 | share | Increase | +1.15% | 267 shares | 49.31K | 23.52K | |
| Q2 2017 | share | Increase | +3.67% | 823 shares | 67.33K | 23.25K | |
| Q1 2017 | share | Decrease | -1.45% | -330 shares | 25.05K | 22.43K | |
| Q4 2016 | share | Decrease | -2.67% | -625 shares | -65.42K | 22.76K | |
| Q3 2016 | share | Decrease | -1.06% | -250 shares | -143.07K | 23.38K | |
| Q2 2016 | share | Increase | +3.75% | 855 shares | 174.97K | 23.63K | |
| Q1 2016 | share | Increase | +278.72% | 16.76K shares | 1.05M | 22.78K |