Jacobi Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-122
| Closed | -$2K | – | 1467 |
|
2021
Q3 | $2K | Hold |
122
| – | – | ﹤0.01% | 1359 |
|
2021
Q2 | $2K | Hold |
122
| – | – | ﹤0.01% | 1301 |
|
2021
Q1 | $2K | Hold |
122
| – | – | ﹤0.01% | 1278 |
|
2020
Q4 | $2K | Hold |
122
| – | – | ﹤0.01% | 1197 |
|
2020
Q3 | $1K | Hold |
122
| – | – | ﹤0.01% | 1243 |
|
2020
Q2 | $2K | Hold |
122
| – | – | ﹤0.01% | 1098 |
|
2020
Q1 | $1K | Hold |
122
| – | – | ﹤0.01% | 1123 |
|
2019
Q4 | $2K | Hold |
122
| – | – | ﹤0.01% | 987 |
|
2019
Q3 | $2K | Hold |
122
| – | – | ﹤0.01% | 975 |
|
2019
Q2 | $2K | Hold |
122
| – | – | ﹤0.01% | 968 |
|
2019
Q1 | $2K | Hold |
122
| – | – | ﹤0.01% | 915 |
|
2018
Q4 | $2K | Hold |
122
| – | – | ﹤0.01% | 885 |
|
2018
Q3 | $2K | Hold |
122
| – | – | ﹤0.01% | 923 |
|
2018
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 916 |
|
2018
Q1 | $3K | Buy |
+122
| New | +$3K | ﹤0.01% | 882 |
|