Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2019

May 09, 2019

SELL
N/A
-6,038 Closed
0 $0
Q4 2018

Jan 30, 2019

SELL
N/A
-42 Reduced 0.69%
6,038 $1.05 Million
Q3 2018

Nov 07, 2018

BUY
N/A
337 Added 5.87%
6,080 $1.1 Million
Q2 2018

Jul 24, 2018

BUY
N/A
499 Added 9.52%
5,743 $969,000
Q1 2018

May 04, 2018

SELL
N/A
-173 Reduced 3.19%
5,244 $783,000
Q4 2017

Feb 09, 2018

BUY
N/A
317 Added 6.22%
5,417 $840,000
Q3 2017

Nov 13, 2017

BUY
N/A
5,100
5,100 $781,000
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.