CWA
WBK
Cypress Wealth Advisors’s Westpac Banking Corporation WBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,206
| Closed | -$460K | – | 207 |
|
|
2017
Q1 | $460K | Buy |
17,206
+57
| +0.3% | +$1.52K | 0.21% | 101 |
|
|
2016
Q4 | $403K | Buy |
17,149
+454
| +3% | +$10.7K | 0.18% | 112 |
|
|
2016
Q3 | $380K | Buy |
16,695
+3,189
| +24% | +$72.6K | 0.17% | 116 |
|
|
2016
Q2 | $298K | Buy |
13,506
+383
| +3% | +$8.45K | 0.15% | 135 |
|
|
2016
Q1 | $305K | Sell |
13,123
-2,417
| -16% | -$56.2K | 0.14% | 130 |
|
|
2015
Q4 | $377K | Buy |
15,540
+2,288
| +17% | +$55.5K | 0.19% | 108 |
|
|
2015
Q3 | $279K | Buy |
+13,252
| New | +$279K | 0.15% | 137 |
|