Carson Wealth (CWM LLC)’s Westpac Banking Corporation WBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,504
| Closed | -$23K | – | 4033 |
|
|
2021
Q4 | $23K | Buy |
+1,504
| New | +$23K | ﹤0.01% | 1927 |
|
|
2021
Q2 | $2K | Hold |
86
| – | – | ﹤0.01% | 2714 |
|
|
2021
Q1 | $2K | Hold |
86
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q4 | $2K | Hold |
86
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q3 | $2K | Hold |
86
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q2 | $2K | Hold |
86
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q1 | $2K | Hold |
86
| – | – | ﹤0.01% | 2714 |
|
|
2019
Q4 | $2K | Hold |
86
| – | – | ﹤0.01% | 2714 |
|
|
2019
Q3 | $2K | Hold |
86
| – | – | ﹤0.01% | 2714 |
|
|
2019
Q2 | $2K | Hold |
86
| – | – | ﹤0.01% | 2714 |
|
|
2019
Q1 | $2K | Sell |
86
-94
| -52% | -$2.19K | ﹤0.01% | 2714 |
|
|
2018
Q4 | $3K | Buy |
180
+110
| +157% | +$1.83K | ﹤0.01% | 1694 |
|
|
2018
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1812 |
|
|
2017
Q4 | – | Sell |
-146
| Closed | -$4K | – | 1663 |
|
|
2017
Q3 | $4K | Buy |
+146
| New | +$4K | ﹤0.01% | 1177 |
|