Glassman Wealth Services’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 |
-4
| Closed | -$226 | – | 1802 |
|
|
2023
Q4 | $226 | Hold |
4
| – | – | ﹤0.01% | 1873 |
|
|
2023
Q3 | $173 | Hold |
4
| – | – | ﹤0.01% | 1912 |
|
|
2023
Q2 | $153 | Buy |
+4
| New | +$153 | ﹤0.01% | 1855 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 2034 |
|
|
2022
Q1 | $0 | Sell |
5
-13
| -72% | – | ﹤0.01% | 1978 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1534 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1492 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1392 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1339 |
|
|
2020
Q4 | $1K | Buy |
18
+13
| +260% | +$722 | ﹤0.01% | 1293 |
|
|
2020
Q3 | $0 | Sell |
5
-57
| -92% | – | ﹤0.01% | 1510 |
|
|
2020
Q2 | $4K | Sell |
62
-6
| -9% | -$387 | ﹤0.01% | 702 |
|
|
2020
Q1 | $4K | Buy |
68
+54
| +386% | +$3.18K | ﹤0.01% | 569 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1069 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 947 |
|
|
2019
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 952 |
|
|
2019
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 918 |
|