WILLOW CREEK WEALTH MANAGEMENT INC. – Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
1.77M
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. quarter portfolio value change:
-11.89%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.26% | 1.16K shares | -215K | 93.87K | |
| Q2 2022 | share | Increase | +3.33% | 2.98K shares | -251K | 92.71K | |
| Q1 2022 | share | Decrease | -0.65% | -590 shares | -119K | 89.72K | |
| Q4 2021 | share | Increase | +0.69% | 623 shares | 37K | 90.31K | |
| Q3 2021 | share | Increase | 0.00% | 89.69K shares | 2.32M | 89.69K |