Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 16, 2021

SELL
N/A
-26,339 Closed
0 $0
Q1 2021

May 14, 2021

SELL
N/A
-527 Reduced 1.96%
26,339 $520,000
Q4 2020

Feb 11, 2021

BUY
N/A
8,466 Added 46.01%
26,866 $398,000
Q3 2020

Dec 16, 2020

BUY
N/A
9,934 Added 117.34%
18,400 $220,000
Q3 2020

Dec 16, 2020

SELL
N/A
-18,400 Reduced 68.49%
8,466 $101,000
Q2 2020

Aug 14, 2020

SELL
N/A
-798 Reduced 2.88%
26,866 $301,000
Q1 2020

May 06, 2020

BUY
N/A
7,798 Added 39.25%
27,664 $203,000
Q3 2019

Oct 31, 2019

BUY
N/A
1,681 Added 9.24%
19,866 $290,000
Q1 2019

May 09, 2019

BUY
N/A
2,200 Added 13.76%
18,185 $327,000
Q2 2018

Jul 24, 2018

SELL
N/A
-97 Reduced 0.6%
15,985 $346,000
Q1 2018

May 04, 2018

BUY
N/A
277 Added 1.75%
16,082 $318,000
Q4 2017

Feb 09, 2018

BUY
N/A
1,205 Added 8.25%
15,805 $300,000
Q3 2017

Nov 13, 2017

BUY
N/A
14,600
14,600 $292,000
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.