Willow Creek Wealth Management Inc. Closed Holding Positions

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 16, 2022
1,992
$57.51 - $145.19 $115K - $289K
CMF
Ishares California Muni Bond E

ETFs
Q2 2022 Filed on Aug 16, 2022
6,158
$55.37 - $58.09 $341K - $358K
AYI
Acuity Brands Inc

Industrials
Q2 2022 Filed on Aug 16, 2022
1,160
$146.36 - $191.12 $170K - $222K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 16, 2022
3,173
$54.29 - $67.38 $172K - $214K
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on May 02, 2022
1,104
$141.29 - $188.69 $156K - $208K
EGP
Eastgroup Properties Inc

Real Estate
Q1 2022 Filed on May 02, 2022
911
$184.81 - $224.78 $168K - $205K
AMZN
Amazon Com Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
81
$136.01 - $170.4 $11K - $13.8K
ICF
Ishares Tr

ETFs
Q1 2022 Filed on May 02, 2022
2,634
$64.57 - $75.32 $170K - $198K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Mar 24, 2022
1,284
$145.27 - $164.78 $187K - $212K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
11,086
N/A
IEO
Ishares Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
6,690
$46.6 - $58.66 $312K - $392K
Boston Private Finl Hldgs In
Q3 2021 Filed on Nov 15, 2021
12,500
N/A
COUP
Coupa Software Inc

Technology
Q1 2021 Filed on May 17, 2021
625
$238.65 - $369.92 $149K - $231K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on May 07, 2020
7,472
$35.86 - $54.78 $268K - $409K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q1 2020 Filed on May 07, 2020
17,376
$21.04 - $32.12 $366K - $558K
EPP
Ishares Inc

ETFs
Q1 2020 Filed on May 07, 2020
4,844
$29.21 - $48.12 $141K - $233K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2019 Filed on Feb 03, 2020
3,722
$34.42 - $38.54 $128K - $143K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2019 Filed on Feb 03, 2020
3,589
$33.63 - $38.03 $121K - $136K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2019 Filed on Feb 03, 2020
11,089
$53.21 - $54.14 $590K - $600K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2019 Filed on Feb 03, 2020
9,507
$30.95 - $33.72 $294K - $321K
ENPH
Enphase Energy, Inc.

Technology
Q4 2018 Filed on Jan 31, 2019
15,583
$4.15 - $5.87 $64.7K - $91.5K
SSBI
Summit State Bank Com Stk

Financial Services
Q3 2018 Filed on Oct 16, 2018
20,970
N/A
CVS
Cvs Health Corp

Healthcare
Q3 2018 Filed on Oct 16, 2018
3,269
$63.78 - $79.59 $208K - $260K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2018 Filed on Oct 16, 2018
9,974
$20.6 - $20.76 $205K - $207K
Powershares ETF Trust
Q2 2018 Filed on Jul 17, 2018
9,415
N/A
HNNA
Hennessy Advisors Inc

Financial Services
Q2 2018 Filed on Jul 17, 2018
21,553
$17.25 - $19.98 $372K - $431K
ACU
Acme United Corp

Consumer Defensive
Q4 2017 Filed on Feb 02, 2018
21,908
$21.91 - $25.09 $480K - $550K
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