Altium Wealth Management’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-33,538
| Closed | -$517K | – | 406 |
|
|
2021
Q4 | $517K | Sell |
33,538
-8,214
| -20% | -$127K | 0.03% | 251 |
|
|
2021
Q3 | $774K | Buy |
41,752
+7,058
| +20% | +$131K | 0.06% | 161 |
|
|
2021
Q2 | $670K | Buy |
34,694
+365
| +1% | +$7.05K | 0.05% | 179 |
|
|
2021
Q1 | $637K | Sell |
34,329
-168
| -0.5% | -$3.12K | 0.05% | 178 |
|
|
2020
Q4 | $514K | Sell |
34,497
-10,829
| -24% | -$161K | 0.05% | 190 |
|
|
2020
Q3 | $546K | Buy |
45,326
+6,999
| +18% | +$84.3K | 0.06% | 151 |
|
|
2020
Q2 | $479K | Buy |
38,327
+12,355
| +48% | +$154K | 0.05% | 170 |
|
|
2020
Q1 | $266K | Buy |
+25,972
| New | +$266K | 0.04% | 237 |
|