Creative Planning’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-107
| Closed | -$6K | – | 3583 |
|
|
2017
Q2 | $6K | Buy |
+107
| New | +$6K | ﹤0.01% | 3872 |
|
|
2017
Q1 | – | Sell |
-35
| Closed | -$2K | – | 4698 |
|
|
2016
Q4 | $2K | Buy |
35
+11
| +46% | +$629 | ﹤0.01% | 4191 |
|
|
2016
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 4272 |
|
|
2015
Q1 | – | Sell |
-52
| Closed | -$3K | – | 4255 |
|
|
2014
Q4 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 3645 |
|
|
2014
Q3 | – | Sell |
-43
| Closed | -$2K | – | 4009 |
|
|
2014
Q2 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 3435 |
|