WEST OAK CAPITAL, LLC – Transaction History
WEST OAK CAPITAL, LLC portfolio value:
2.65M
portfolio value
WEST OAK CAPITAL, LLC quarter portfolio value change:
-8.60%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.65% | -100 shares | -298K | 5.96K | |
| Q2 2022 | share | Decrease | -5.22% | -334 shares | -1.08M | 6.06K | |
| Q1 2022 | share | Decrease | -5.03% | -339 shares | -455K | 6.40K | |
| Q4 2021 | share | Decrease | -3.69% | -258 shares | 1.09M | 6.74K | |
| Q3 2021 | share | Decrease | -0.85% | -60 shares | 28K | 6.99K | |
| Q2 2021 | share | Decrease | -0.10% | -7 shares | 90K | 7.05K | |
| Q1 2021 | share | Decrease | -1.12% | -80 shares | 147K | 7.06K | |
| Q4 2020 | share | Increase | +1.26% | 89 shares | 558K | 7.14K | |
| Q3 2020 | share | Decrease | -5.14% | -382 shares | 223K | 7.05K | |
| Q2 2020 | share | Increase | +0.35% | 26 shares | 590K | 7.43K | |
| Q1 2020 | share | Decrease | -1.78% | -134 shares | -627K | 7.41K | |
| Q4 2019 | share | Decrease | -2.43% | -188 shares | 250K | 7.54K | |
| Q3 2019 | share | Increase | +4.39% | 325 shares | 2K | 7.73K | |
| Q2 2019 | share | Increase | +375.00% | 5.85K shares | 1.66M | 7.41K | |
| Q1 2019 | share | Increase | +1980.00% | 1.48K shares | 449.92K | 1.56K | |
| Q4 2018 | share | Decrease | -57.14% | -100 shares | -24.10K | 75 | |
| Q3 2018 | share | 0.00% | 0 shares | 716 | 175 | ||
| Q2 2018 | share | 0.00% | 0 shares | 1.22K | 175 | ||
| Q1 2018 | share | Decrease | -12.50% | -25 shares | -10.14K | 175 | |
| Q4 2017 | share | 0.00% | 0 shares | 2.87K | 200 | ||
| Q3 2017 | share | 0.00% | 0 shares | 1.89K | 200 | ||
| Q2 2017 | share | 0.00% | 0 shares | 2.81K | 200 | ||
| Q1 2017 | share | Decrease | -26.20% | -71 shares | -4.11K | 200 | |
| Q4 2016 | share | Increase | +58.48% | 100 shares | 18.40K | 271 | |
| Q3 2016 | share | Increase | 0.00% | 171 shares | 29.50K | 171 |