WILLOW CREEK WEALTH MANAGEMENT INC. – Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$14.63M
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +55.57% | 134.64K shares | 4.75M | $38.82 | 376.97K |
| Q2 2022 | share | Increase | +0.52% | 1.25K shares | -1.94M | $40.75 | 242.32K |
| Q1 2022 | share | Increase | +34.59% | 61.95K shares | 2.55M | $49.02 | 241.06K |
| Q4 2021 | share | Increase | +0.98% | 1.73K shares | 895K | $51.85 | 179.11K |
| Q3 2021 | share | Increase | +0.95% | 1.66K shares | 85K | $47.16 | 177.37K |
| Q2 2021 | share | Increase | 0.00% | 175.71K shares | 8.28M | $46.99 | 175.71K |