Groesbeck Investment 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-90,000
| Closed | -$2.23M | – | 87 |
|
2015
Q2 | $2.23M | Hold |
90,000
| – | – | 1.07% | 33 |
|
2015
Q1 | $2.69M | Hold |
90,000
| – | – | 1.31% | 27 |
|
2014
Q4 | $2.42M | Hold |
90,000
| – | – | 1.19% | 34 |
|
2014
Q3 | $2.53M | Hold |
90,000
| – | – | 1.2% | 34 |
|
2014
Q2 | $2.89M | Sell |
90,000
-50,000
| -36% | -$1.61M | 1.26% | 32 |
|
2014
Q1 | $4.49M | Hold |
140,000
| – | – | 2.02% | 19 |
|
2013
Q4 | $4.07M | Hold |
140,000
| – | – | 1.69% | 26 |
|
2013
Q3 | $4.29M | Buy |
+140,000
| New | +$4.29M | 1.86% | 24 |
|