Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022

SELL
N/A
-4,421 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
N/A
-1,533 Reduced 25.75%
4,421 $386,000
Q2 2021

Aug 16, 2021

SELL
N/A
-76 Reduced 1.26%
5,954 $431,000
Q1 2021

May 14, 2021

SELL
N/A
-83 Reduced 1.36%
6,030 $358,000
Q4 2020

Feb 11, 2021

BUY
N/A
6,113 New
6,113 $229,000
Q1 2020

May 06, 2020

SELL
N/A
-5,718 Closed
0 $0
Q4 2019

Jan 28, 2020

BUY
N/A
5,718 New
5,718 $300,000
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.