Dougherty Wealth Advisers’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-315
| Closed | -$21K | – | 177 |
|
|
2019
Q4 | $21K | Hold |
315
| – | – | 0.06% | 149 |
|
|
2019
Q3 | $20K | Hold |
315
| – | – | 0.07% | 150 |
|
|
2019
Q2 | $19K | Hold |
315
| – | – | 0.05% | 180 |
|
|
2019
Q1 | $19K | Hold |
315
| – | – | 0.06% | 156 |
|
|
2018
Q4 | $20K | Buy |
+315
| New | +$20K | 0.07% | 157 |
|