American Trust Investment Advisors’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,715
| Closed | -$233K | – | 80 |
|
|
2019
Q4 | $233K | Hold |
13,715
| – | – | 0.17% | 68 |
|
|
2019
Q3 | $274K | Hold |
13,715
| – | – | 0.21% | 54 |
|
|
2019
Q2 | $273K | Buy |
+13,715
| New | +$273K | 0.21% | 56 |
|
|
2018
Q1 | – | Sell |
-8,470
| Closed | -$206K | – | 84 |
|
|
2017
Q4 | $206K | Hold |
8,470
| – | – | 0.16% | 78 |
|
|
2017
Q3 | $214K | Buy |
+8,470
| New | +$214K | 0.19% | 70 |
|
|
2017
Q2 | – | Sell |
-8,470
| Closed | -$226K | – | 82 |
|
|
2017
Q1 | $226K | Buy |
+8,470
| New | +$226K | 0.2% | 63 |
|
|
2016
Q1 | – | Sell |
-8,240
| Closed | -$200K | – | 79 |
|
|
2015
Q4 | $200K | Buy |
+8,240
| New | +$200K | 0.23% | 69 |
|
|
2015
Q2 | – | Sell |
-6,930
| Closed | -$207K | – | 80 |
|
|
2015
Q1 | $207K | Buy |
+6,930
| New | +$207K | 0.21% | 64 |
|