Integrated Wealth Management’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,125
| Closed | -$57K | – | 1001 |
|
|
2016
Q3 | $57K | Hold |
1,125
| – | – | 0.02% | 390 |
|
|
2016
Q2 | $55K | Hold |
1,125
| – | – | 0.02% | 384 |
|
|
2016
Q1 | $55K | Hold |
1,125
| – | – | 0.02% | 364 |
|
|
2015
Q4 | $53K | Hold |
1,125
| – | – | 0.02% | 380 |
|
|
2015
Q3 | $50K | Hold |
1,125
| – | – | 0.02% | 387 |
|
|
2015
Q2 | $57K | Hold |
1,125
| – | – | 0.02% | 374 |
|
|
2015
Q1 | $48K | Buy |
+1,125
| New | +$48K | 0.02% | 400 |
|