Glassman Wealth Services’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,017
| Closed | -$29K | – | 2145 |
|
|
2022
Q1 | $29K | Buy |
2,017
+73
| +4% | +$1.05K | 0.01% | 541 |
|
|
2021
Q4 | $30K | Sell |
1,944
-92
| -5% | -$1.42K | 0.01% | 515 |
|
|
2021
Q3 | $38K | Buy |
2,036
+423
| +26% | +$7.9K | 0.01% | 419 |
|
|
2021
Q2 | $31K | Buy |
1,613
+67
| +4% | +$1.29K | 0.01% | 451 |
|
|
2021
Q1 | $29K | Sell |
1,546
-59
| -4% | -$1.11K | 0.01% | 438 |
|
|
2020
Q4 | $24K | Buy |
1,605
+266
| +20% | +$3.98K | 0.01% | 487 |
|
|
2020
Q3 | $16K | Buy |
1,339
+815
| +156% | +$9.74K | ﹤0.01% | 501 |
|
|
2020
Q2 | $7K | Buy |
524
+494
| +1,647% | +$6.6K | ﹤0.01% | 575 |
|
|
2020
Q1 | $0 | Sell |
30
-16
| -35% | – | ﹤0.01% | 1776 |
|
|
2019
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1132 |
|
|
2017
Q2 | – | Sell |
-3,000
| Closed | -$80K | – | 721 |
|
|
2017
Q1 | $80K | Hold |
3,000
| – | – | 0.06% | 129 |
|
|
2016
Q4 | $70K | Hold |
3,000
| – | – | 0.05% | 154 |
|
|
2016
Q3 | $68K | Hold |
3,000
| – | – | 0.06% | 127 |
|
|
2016
Q2 | $66K | Hold |
3,000
| – | – | 0.06% | 117 |
|
|
2016
Q1 | $70K | Hold |
3,000
| – | – | 0.06% | 122 |
|
|
2015
Q4 | $73K | Hold |
3,000
| – | – | 0.07% | 125 |
|
|
2015
Q3 | $63K | Hold |
3,000
| – | – | 0.06% | 132 |
|
|
2015
Q2 | $74K | Hold |
3,000
| – | – | 0.06% | 126 |
|
|
2015
Q1 | $90K | Hold |
3,000
| – | – | 0.07% | 112 |
|
|
2014
Q4 | $81K | Buy |
+3,000
| New | +$81K | 0.06% | 128 |
|