Cohen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-21,029
| Closed | -$324K | – | 80 |
|
|
2021
Q4 | $324K | Sell |
21,029
-3,292
| -14% | -$50.7K | 0.23% | 73 |
|
|
2021
Q3 | $451K | Buy |
24,321
+33
| +0.1% | +$612 | 0.35% | 55 |
|
|
2021
Q2 | $469K | Hold |
24,288
| – | – | 0.36% | 54 |
|
|
2021
Q1 | $451K | Buy |
24,288
+42
| +0.2% | +$780 | 0.37% | 52 |
|
|
2020
Q4 | $361K | Buy |
+24,246
| New | +$361K | 0.33% | 66 |
|