Creative Planning’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 |
-19,555
| Closed | -$302K | – | 2410 |
|
|
2021
Q4 | $302K | Sell |
19,555
-3,387
| -15% | -$52.3K | ﹤0.01% | 1620 |
|
|
2021
Q3 | $425K | Buy |
22,942
+11,456
| +100% | +$212K | ﹤0.01% | 1381 |
|
|
2021
Q2 | $222K | Sell |
11,486
-10,976
| -49% | -$212K | ﹤0.01% | 1740 |
|
|
2021
Q1 | $417K | Buy |
22,462
+1,708
| +8% | +$31.7K | ﹤0.01% | 1540 |
|
|
2020
Q4 | $309K | Sell |
20,754
-32,108
| -61% | -$478K | ﹤0.01% | 1587 |
|
|
2020
Q3 | $636K | Buy |
52,862
+42,001
| +387% | +$505K | ﹤0.01% | 994 |
|
|
2020
Q2 | $136K | Buy |
+10,861
| New | +$136K | ﹤0.01% | 1590 |
|
|
2019
Q1 | – | Sell |
-10,249
| Closed | -$179K | – | 1957 |
|
|
2018
Q4 | $179K | Buy |
+10,249
| New | +$179K | ﹤0.01% | 1519 |
|
|
2018
Q2 | – | Sell |
-10,754
| Closed | -$239K | – | 2045 |
|
|
2018
Q1 | $239K | Buy |
+10,754
| New | +$239K | ﹤0.01% | 1476 |
|
|
2017
Q3 | – | Sell |
-6,415
| Closed | -$150K | – | 4518 |
|
|
2017
Q2 | $150K | Sell |
6,415
-108
| -2% | -$2.53K | ﹤0.01% | 1685 |
|
|
2017
Q1 | $174K | Hold |
6,523
| – | – | ﹤0.01% | 1567 |
|
|
2016
Q4 | $153K | Buy |
6,523
+608
| +10% | +$14.3K | ﹤0.01% | 1557 |
|
|
2016
Q3 | $135K | Buy |
5,915
+294
| +5% | +$6.71K | ﹤0.01% | 1632 |
|
|
2016
Q2 | $124K | Sell |
5,621
-145
| -3% | -$3.2K | ﹤0.01% | 1531 |
|
|
2016
Q1 | $134K | Buy |
5,766
+645
| +13% | +$15K | ﹤0.01% | 1452 |
|
|
2015
Q4 | $124K | Sell |
5,121
-350
| -6% | -$8.48K | ﹤0.01% | 1493 |
|
|
2015
Q3 | $115K | Buy |
+5,471
| New | +$115K | ﹤0.01% | 1507 |
|
|
2015
Q2 | – | Sell |
-4,035
| Closed | -$121K | – | 3993 |
|
|
2015
Q1 | $121K | Hold |
4,035
| – | – | ﹤0.01% | 1467 |
|
|
2014
Q4 | $109K | Hold |
4,035
| – | – | ﹤0.01% | 1510 |
|
|
2014
Q3 | $113K | Sell |
4,035
-45
| -1% | -$1.26K | ﹤0.01% | 1390 |
|
|
2014
Q2 | $131K | Buy |
4,080
+45
| +1% | +$1.45K | ﹤0.01% | 1256 |
|
|
2014
Q1 | $129K | Sell |
4,035
-1,000
| -20% | -$32K | ﹤0.01% | 1239 |
|
|
2013
Q4 | $146K | Sell |
5,035
-250
| -5% | -$7.25K | ﹤0.01% | 1002 |
|
|
2013
Q3 | $162K | Buy |
5,285
+2,545
| +93% | +$78K | ﹤0.01% | 854 |
|
|
2013
Q2 | $72K | Buy |
+2,740
| New | +$72K | ﹤0.01% | 1177 |
|