Equitable Trust’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,646
| Closed | -$544K | – | 432 |
|
|
2023
Q4 | $544K | Buy |
9,646
+633
| +7% | +$35.7K | 0.04% | 264 |
|
|
2023
Q3 | $390K | Buy |
9,013
+718
| +9% | +$31.1K | 0.03% | 297 |
|
|
2023
Q2 | $318K | Buy |
8,295
+1,769
| +27% | +$67.8K | 0.02% | 331 |
|
|
2023
Q1 | $289K | Buy |
6,526
+3,115
| +91% | +$138K | 0.02% | 343 |
|
|
2022
Q4 | $201K | Buy |
+3,411
| New | +$201K | 0.02% | 379 |
|