Checchi Capital Advisers’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,298
| Closed | -$205K | – | 581 |
|
|
2021
Q4 | $205K | Sell |
13,298
-3,571
| -21% | -$59.9K | 0.02% | 503 |
|
|
2021
Q3 | $313K | Buy |
16,869
+40
| +0.2% | +$747 | 0.04% | 357 |
|
|
2021
Q2 | $325K | Sell |
16,829
-243
| -1% | -$4.84K | 0.04% | 341 |
|
|
2021
Q1 | $317K | Sell |
17,072
-166
| -1% | -$2.93K | 0.04% | 339 |
|
|
2020
Q4 | $257K | Buy |
17,238
+2,063
| +14% | +$28.8K | 0.04% | 386 |
|
|
2020
Q3 | $183K | Sell |
15,175
-1,044
| -6% | -$13K | 0.03% | 418 |
|
|
2020
Q2 | $203K | Sell |
16,219
-905
| -5% | -$9.92K | 0.04% | 408 |
|
|
2020
Q1 | $176K | Buy |
17,124
+1,919
| +13% | +$28.5K | 0.04% | 354 |
|
|
2019
Q4 | $258K | Sell |
15,205
-5,593
| -27% | -$101K | 0.05% | 343 |
|
|
2019
Q3 | $416K | Buy |
20,798
+71
| +0.3% | +$1.39K | 0.09% | 231 |
|
|
2019
Q2 | $413K | Sell |
20,727
-191
| -0.9% | -$3.66K | 0.09% | 230 |
|
|
2019
Q1 | $387K | Buy |
20,918
+839
| +4% | +$15.6K | 0.09% | 239 |
|
|
2018
Q4 | $351K | Sell |
20,079
-1,126
| -5% | -$20.9K | 0.08% | 231 |
|
|
2018
Q3 | $424K | Sell |
21,205
-379
| -2% | -$8.01K | 0.09% | 244 |
|
|
2018
Q2 | $468K | Buy |
21,584
+852
| +4% | +$18.5K | 0.11% | 205 |
|
|
2018
Q1 | $460K | Buy |
20,732
+876
| +4% | +$21K | 0.11% | 205 |
|
|
2017
Q4 | $484K | Sell |
19,856
-1,968
| -9% | -$48.7K | 0.12% | 202 |
|
|
2017
Q3 | $550K | Buy |
21,824
+576
| +3% | +$14.5K | 0.15% | 164 |
|
|
2017
Q2 | $497K | Sell |
21,248
-4,354
| -17% | -$106K | 0.14% | 177 |
|
|
2017
Q1 | $684K | Buy |
25,602
+934
| +4% | +$23.8K | 0.19% | 132 |
|
|
2016
Q4 | $579K | Buy |
24,668
+2,247
| +10% | +$52.5K | 0.17% | 148 |
|
|
2016
Q3 | $510K | Buy |
22,421
+894
| +4% | +$20.3K | 0.15% | 158 |
|
|
2016
Q2 | $476K | Buy |
21,527
+1,293
| +6% | +$29K | 0.12% | 165 |
|
|
2016
Q1 | $471K | Buy |
20,234
+1,692
| +9% | +$37.6K | 0.13% | 164 |
|
|
2015
Q4 | $449K | Sell |
18,542
-2,266
| -11% | -$51.5K | 0.15% | 166 |
|
|
2015
Q3 | $438K | Buy |
20,808
+1,772
| +9% | +$41.4K | 0.14% | 149 |
|
|
2015
Q2 | $471K | Buy |
19,036
+2,759
| +17% | +$75K | 0.15% | 153 |
|
|
2015
Q1 | $487K | Buy |
16,277
+4,536
| +39% | +$130K | 0.17% | 140 |
|
|
2014
Q4 | $316K | Buy |
11,741
+304
| +3% | +$8.59K | 0.12% | 188 |
|
|
2014
Q3 | $321K | Buy |
11,437
+2,428
| +27% | +$76.5K | 0.13% | 158 |
|
|
2014
Q2 | $289K | Buy |
9,009
+2,403
| +36% | +$77.6K | 0.13% | 147 |
|
|
2014
Q1 | $212K | Buy |
+6,606
| New | +$194K | 0.13% | 163 |
|
Other funds holding WBK
CGH
SIA
AP
YCM
CGL
MNBTD
ANI
LSAG