WEST OAK CAPITAL, LLC – Transaction History
WEST OAK CAPITAL, LLC portfolio value:
2.73M
portfolio value
WEST OAK CAPITAL, LLC quarter portfolio value change:
-7.33%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.26% | 132 shares | -180K | 10.61K | |
| Q2 2022 | share | Decrease | -2.79% | -301 shares | -726K | 10.48K | |
| Q1 2022 | share | Decrease | -3.53% | -395 shares | -997K | 10.78K | |
| Q4 2021 | share | Decrease | -4.06% | -473 shares | 906K | 11.17K | |
| Q3 2021 | share | Decrease | -4.19% | -510 shares | 143K | 11.64K | |
| Q2 2021 | share | Decrease | -3.26% | -410 shares | 112K | 12.15K | |
| Q1 2021 | share | Decrease | -0.91% | -115 shares | 159K | 12.56K | |
| Q4 2020 | share | Increase | +1.04% | 130 shares | 476K | 12.68K | |
| Q3 2020 | share | Decrease | -4.00% | -523 shares | 29K | 12.55K | |
| Q2 2020 | share | Increase | +0.04% | 5 shares | 674K | 13.07K | |
| Q1 2020 | share | Decrease | -0.31% | -40 shares | -627K | 13.07K | |
| Q4 2019 | share | Decrease | -8.35% | -1.19K shares | 9K | 13.11K | |
| Q3 2019 | share | Decrease | -0.93% | -135 shares | 84K | 14.30K | |
| Q2 2019 | share | 0.00% | 0 shares | 126K | 14.44K | ||
| Q1 2019 | share | Increase | +0.49% | 70 shares | 515.40K | 14.44K | |
| Q4 2018 | share | Increase | +0.98% | 140 shares | -395.69K | 14.37K | |
| Q3 2018 | share | Decrease | -0.52% | -75 shares | 81.80K | 14.23K | |
| Q2 2018 | share | Decrease | -0.87% | -125 shares | 125.17K | 14.30K | |
| Q1 2018 | share | Decrease | -5.16% | -785 shares | -114.25K | 14.43K | |
| Q4 2017 | share | Decrease | -4.64% | -740 shares | 174.25K | 15.21K | |
| Q3 2017 | share | Decrease | -4.33% | -723 shares | 92.33K | 15.95K | |
| Q2 2017 | share | Decrease | -3.94% | -685 shares | -18.73K | 16.68K | |
| Q1 2017 | share | Increase | +3.73% | 625 shares | 120.96K | 17.36K | |
| Q4 2016 | share | Decrease | -3.82% | -665 shares | -165.61K | 16.74K | |
| Q3 2016 | share | Increase | +1.75% | 300 shares | 188.54K | 17.40K | |
| Q2 2016 | share | Decrease | -1.55% | -270 shares | -67.25K | 17.10K | |
| Q1 2016 | share | Decrease | -0.09% | -15 shares | 187.82K | 17.37K |