Number of Shares
58,883
Previous 57,877 1.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
N/A
1,006 Added 1.74%
58,883 $0
Q1 2024

May 15, 2024

BUY
N/A
2,430 Added 4.38%
57,877 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-1,194 Reduced 2.11%
55,447 $0
Q3 2023

Nov 14, 2023

BUY
N/A
1,861 Added 3.4%
56,641 $0
Q2 2023

Aug 14, 2023

SELL
N/A
-3,262 Reduced 5.62%
54,780 $0
Q1 2023

May 12, 2023

BUY
N/A
1,446 Added 2.55%
58,042 $0
Q4 2022

Feb 14, 2023

SELL
N/A
-27,393 Reduced 32.61%
56,596 $0
Q3 2022

Nov 14, 2022

BUY
N/A
83,989 New
83,989 $419,000
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.