Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $54K | Buy |
2,929
+98
| +3% | +$1.81K | 0.01% | 653 |
|
|
2021
Q2 | $54K | Hold |
2,831
| – | – | 0.01% | 543 |
|
|
2021
Q1 | $52K | Buy |
2,831
+184
| +7% | +$3.38K | 0.01% | 469 |
|
|
2020
Q4 | $39K | Buy |
2,647
+7
| +0.3% | +$103 | 0.01% | 480 |
|
|
2020
Q3 | $31K | Sell |
2,640
-22
| -0.8% | -$258 | 0.01% | 470 |
|
|
2020
Q2 | $33K | Buy |
2,662
+2,151
| +421% | +$26.7K | 0.01% | 417 |
|
|
2020
Q1 | $5K | Sell |
511
-62
| -11% | -$607 | ﹤0.01% | 919 |
|
|
2019
Q4 | $9K | Sell |
573
-643
| -53% | -$10.1K | ﹤0.01% | 809 |
|
|
2019
Q3 | $24K | Buy |
1,216
+2
| +0.2% | +$39 | 0.01% | 468 |
|
|
2019
Q2 | $24K | Buy |
1,214
+579
| +91% | +$11.4K | 0.01% | 471 |
|
|
2019
Q1 | $11K | Sell |
635
-143
| -18% | -$2.48K | ﹤0.01% | 644 |
|
|
2018
Q4 | $13K | Buy |
+778
| New | +$13K | 0.01% | 471 |
|