EWM
WBK
Evercore Wealth Management’s Westpac Banking Corporation WBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-212
| Closed | -$4K | – | 1116 |
|
|
2015
Q3 | $4K | Hold |
212
| – | – | ﹤0.01% | 906 |
|
|
2015
Q2 | $5K | Buy |
+212
| New | +$5K | ﹤0.01% | 994 |
|
|
2015
Q1 | – | Sell |
-513
| Closed | -$14K | – | 1079 |
|
|
2014
Q4 | $14K | Hold |
513
| – | – | ﹤0.01% | 716 |
|
|
2014
Q3 | $14K | Buy |
513
+145
| +39% | +$3.96K | ﹤0.01% | 794 |
|
|
2014
Q2 | $12K | Buy |
+368
| New | +$12K | ﹤0.01% | 818 |
|
|
2013
Q4 | – | Sell |
-325
| Closed | -$10K | – | 1051 |
|
|
2013
Q3 | $10K | Buy |
+325
| New | +$10K | ﹤0.01% | 756 |
|