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| Name: |
WEST OAK CAPITAL LLC |
| City: |
WESTLAKE VILLAGE |
| State: |
CA |
| Zip: |
91361 |
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data |
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| Holdings
Found :
17 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BANC |
First Pactrust Bancorp Inc |
318 |
Closed |
$15.08 |
$0 |
0 |
0% |
-1,000 |
-78 |
0 |
Domestic Regional Banks |
|
|
UPS |
United Parcel Service Inc |
298 |
Closed |
$147.37 |
$0 |
0 |
0% |
-57,000 |
-362 |
0 |
AirDelivery & Freight... |
|
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VBR |
Vanguard Small Cap Val VIPER |
316 |
Closed |
$188.19 |
$0 |
0 |
0% |
-3,000 |
-19 |
0 |
Closed - End Fund - E... |
|
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BNS |
Bank of Nova Scotia (USA) |
327 |
Closed |
$48.02 |
$0 |
0 |
0% |
-9,000 |
-200 |
0 |
Foreign Money Center ... |
|
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MOS |
Mosaic Co |
297 |
Closed |
$29.43 |
$0 |
0 |
0% |
-5,000 |
-140 |
0 |
Agricultural & Fertil... |
|
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FSR |
Fisker Inc. |
313 |
Closed |
$0.04 |
$0 |
0 |
0% |
-1,000 |
-700 |
0 |
N/A |
|
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RTX |
RTX Corp |
326 |
Closed |
$101.02 |
$0 |
0 |
0% |
-331,000 |
-3,835 |
0 |
Conglomerates |
|
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BA |
Boeing Co |
296 |
Closed |
$178.51 |
$0 |
0 |
0% |
-423,000 |
-1,941 |
0 |
Aerospace/Defense - M... |
|
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SCHE |
Schwab Emerging Markets Equ... |
309 |
Closed |
$26.32 |
$0 |
0 |
0% |
-2,000 |
-86 |
0 |
N/A |
|
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VNQI |
Vanguard Global Ex-US Real ... |
325 |
Closed |
$42.11 |
$0 |
0 |
0% |
-7,000 |
-164 |
0 |
Closed - End Fund - E... |
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AMRC |
Ameresco, Inc. |
295 |
Closed |
$27.62 |
$0 |
0 |
0% |
-371,000 |
-14,225 |
0 |
Industrial Electrical... |
|
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RIVN |
Rivian Automotive, Inc. / De |
308 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-70 |
0 |
N/A |
|
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DOW |
DOW Inc |
323 |
Closed |
$59.41 |
$0 |
0 |
0% |
-56,000 |
-1,050 |
0 |
Diversified Chemicals |
|
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IWM |
iShares Tr Russell 2000 Indx |
294 |
Closed |
$204.31 |
$0 |
0 |
0% |
-7,000 |
-35 |
0.054 |
Closed - End Fund - E... |
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OXY |
Occidental Petroleum Corp |
300 |
Closed |
$63.57 |
$0 |
0 |
0% |
-9,000 |
-150 |
0 |
Independent Oil & Gas |
|
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MRK |
Merck & Co Inc |
322 |
Closed |
$131.20 |
$0 |
0 |
0% |
-2,282,000 |
-19,233 |
0 |
Drug Manufacturers - ... |
|
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OSS |
One Stop Systems Inc |
299 |
Closed |
$2.67 |
$0 |
0 |
0% |
-2,000 |
-925 |
0 |
N/A |
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