Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 11, 2021

SELL
N/A
-961 Closed
0 $0
Q3 2020

Dec 16, 2020

SELL
N/A
-14,545 Reduced 93.8%
961 $7,000
Q3 2020

Dec 16, 2020

SELL
N/A
-1,261 Reduced 7.52%
15,506 $119,000
Q3 2020

Nov 13, 2020

BUY
N/A
619 Added 3.83%
16,767 $129,000
Q2 2020

Aug 14, 2020

SELL
N/A
-9,470 Reduced 36.97%
16,148 $143,000
Q1 2020

May 06, 2020

SELL
N/A
-3,923 Reduced 13.28%
25,618 $244,000
Q4 2019

Jan 28, 2020

BUY
N/A
1,064 Added 3.74%
29,541 $423,000
Q3 2019

Oct 31, 2019

BUY
N/A
5,371 Added 23.25%
28,477 $375,000
Q2 2019

Jul 25, 2019

BUY
N/A
5,533 Added 31.49%
23,106 $301,000
Q1 2019

May 09, 2019

BUY
N/A
534 Added 3.13%
17,573 $212,000
Q4 2018

Jan 30, 2019

BUY
N/A
6,170 Added 56.77%
17,039 $203,000
Q3 2018

Nov 07, 2018

BUY
N/A
10,869 New
10,869 $106,000
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.