Bogart Wealth LLC’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
Q2 | – | Sell |
-3,203
| Closed | -$33K | – | 491 |
|
|
2020
Q1 | $33K | Hold |
3,203
| – | – | 0.01% | 186 |
|
|
2019
Q4 | $54K | Hold |
3,203
| – | – | 0.02% | 173 |
|
|
2019
Q3 | $64K | Hold |
3,203
| – | – | 0.03% | 146 |
|
|
2019
Q2 | $63K | Hold |
3,203
| – | – | 0.04% | 135 |
|
|
2019
Q1 | $59K | Hold |
3,203
| – | – | 0.03% | 133 |
|
|
2018
Q4 | $55K | Hold |
3,203
| – | – | 0.03% | 137 |
|
|
2018
Q3 | $64K | Hold |
3,203
| – | – | 0.04% | 125 |
|
|
2018
Q2 | $69K | Sell |
3,203
-53
| -2% | -$1.14K | 0.04% | 127 |
|
|
2018
Q1 | $73K | Hold |
3,256
| – | – | 0.04% | 116 |
|
|
2017
Q4 | $79K | Hold |
3,256
| – | – | 0.05% | 101 |
|
|
2017
Q3 | $82K | Buy |
+3,256
| New | +$82K | 0.06% | 97 |
|