West Branch Capital LLC Ishares Trust Ishares Pfd And Transaction History

West Branch Capital LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 03, 2022	SELL	$34.86 - $39.14 $20,288 - $22,779	-582 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$38.29 - $39.43 $18,072 - $18,610	-472 Reduced 44.78%	582 $23,000
Q3 2021 Nov 09, 2021	BUY	$38.55 - $39.48 $192 - $197	5 Added 0.48%	1,054 $41,000
Q2 2021 Aug 17, 2021	BUY	$37.96 - $39.34 $39,820 - $41,267	1,049 New	1,049 $41,000

1,087

185M

375K

1.29M

Get notified when there are updates to the investment portfolio of West Branch Capital LLC, based on Form 13F filings with the SEC.

Stay updated on West Branch Capital LLC with notifications on news.