Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$11K | – | 1260 |
|
|
2016
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 750 |
|
|
2016
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 748 |
|
|
2016
Q1 | $12K | Sell |
500
-35
| -7% | -$840 | 0.01% | 675 |
|
|
2015
Q4 | $13K | Hold |
535
| – | – | 0.01% | 715 |
|
|
2015
Q3 | $11K | Hold |
535
| – | – | ﹤0.01% | 750 |
|
|
2015
Q2 | $13K | Hold |
535
| – | – | 0.01% | 741 |
|
|
2015
Q1 | $16K | Buy |
+535
| New | +$16K | 0.01% | 641 |
|