WILLOW CREEK WEALTH MANAGEMENT INC. – Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
259,000
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. quarter portfolio value change:
-1.02%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.62% | 900 shares | 20K | 10.25K | |
| Q2 2022 | share | 0.00% | 0 shares | 1K | 9.35K | ||
| Q1 2022 | share | 0.00% | 0 shares | -5K | 9.35K | ||
| Q4 2021 | share | Increase | +11.96% | 1K shares | 26K | 9.35K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | 8.35K | ||
| Q2 2021 | share | 0.00% | 0 shares | -1K | 8.35K | ||
| Q1 2021 | share | 0.00% | 0 shares | 0 | 8.35K | ||
| Q4 2020 | share | Increase | 0.00% | 8.35K shares | 219K | 8.35K |