WILLOW CREEK WEALTH MANAGEMENT INC. – Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
941,000
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. quarter portfolio value change:
-0.51%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.87% | 892 shares | 39K | 19.22K | |
| Q2 2022 | share | Increase | +77.49% | 8.00K shares | 392K | 18.32K | |
| Q1 2022 | share | Increase | +18.69% | 1.62K shares | 75K | 10.32K | |
| Q4 2021 | share | Increase | +17.87% | 1.31K shares | 65K | 8.7K | |
| Q3 2021 | share | Increase | 0.00% | 7.38K shares | 370K | 7.38K |