West Oak Capital, LLC Proshares Msci Transform Transaction History

West Oak Capital, LLC

  • $2.83 Billion
  • Q4 2024
Number of Shares
1,950
Previous 992 96.57%
Holding current value
$879,000
Previous $879,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
N/A
958 Added 96.57%
1,950 $879,000
Q4 2024

Jan 10, 2025
SELL
N/A
-958 Reduced 49.13%
992 $879,000
Q3 2024

Oct 17, 2024
SELL
N/A
-500 Reduced 20.41%
1,950 $885,000
Q3 2023

Oct 05, 2023
SELL
N/A
-75 Reduced 2.97%
2,450 $84,000
Q1 2023

Apr 21, 2023
BUY
N/A
500 Added 24.69%
2,525 $0
Q4 2022

Jan 05, 2023
SELL
N/A
-500 Reduced 19.8%
2,025 $64,000
Q1 2022

Apr 20, 2022
BUY
N/A
75 Added 3.06%
2,525 $101,000
Q4 2020

Jan 08, 2021
BUY
N/A
2,450 New
2,450 $103,000
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