Edge Wealth Management’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-185
| Closed | -$4K | – | 641 |
|
|
2018
Q2 | $4K | Hold |
185
| – | – | ﹤0.01% | 510 |
|
|
2018
Q1 | $4K | Hold |
185
| – | – | ﹤0.01% | 474 |
|
|
2017
Q4 | $4K | Hold |
185
| – | – | ﹤0.01% | 459 |
|
|
2017
Q3 | $5K | Hold |
185
| – | – | ﹤0.01% | 443 |
|
|
2017
Q2 | $4K | Hold |
185
| – | – | ﹤0.01% | 444 |
|
|
2017
Q1 | $5K | Hold |
185
| – | – | ﹤0.01% | 409 |
|
|
2016
Q4 | $4K | Hold |
185
| – | – | ﹤0.01% | 408 |
|
|
2016
Q3 | $4K | Hold |
185
| – | – | ﹤0.01% | 406 |
|
|
2016
Q2 | $4K | Sell |
185
-15
| -8% | -$324 | ﹤0.01% | 379 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 346 |
|
|
2015
Q4 | $5K | Sell |
200
-1,500
| -88% | -$37.5K | ﹤0.01% | 354 |
|
|
2015
Q3 | $35K | Hold |
1,700
| – | – | 0.01% | 207 |
|
|
2015
Q2 | $42K | Hold |
1,700
| – | – | 0.01% | 200 |
|
|
2015
Q1 | $51K | Buy |
1,700
+15
| +0.9% | +$450 | 0.02% | 188 |
|
|
2014
Q4 | $45K | Buy |
+1,685
| New | +$45K | 0.02% | 202 |
|