Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $524K | Hold |
8,796
| – | – | 0.14% | 103 |
|
|
2017
Q2 | $493K | Hold |
8,796
| – | – | 0.13% | 106 |
|
|
2017
Q1 | $491K | Hold |
8,796
| – | – | 0.14% | 105 |
|
|
2016
Q4 | $554K | Hold |
8,796
| – | – | 0.16% | 97 |
|
|
2016
Q3 | $448K | Hold |
8,796
| – | – | 0.13% | 113 |
|
|
2016
Q2 | $433K | Hold |
8,796
| – | – | 0.13% | 111 |
|
|
2016
Q1 | $428K | Hold |
8,796
| – | – | 0.13% | 136 |
|
|
2015
Q4 | $411K | Hold |
8,796
| – | – | 0.12% | 140 |
|
|
2015
Q3 | $391K | Hold |
8,796
| – | – | 0.11% | 134 |
|
|
2015
Q2 | $446K | Hold |
8,796
| – | – | 0.11% | 139 |
|
|
2015
Q1 | $380K | Hold |
8,796
| – | – | 0.1% | 148 |
|
|
2014
Q4 | $431K | Hold |
8,796
| – | – | 0.11% | 133 |
|
|
2014
Q3 | $409K | Hold |
8,796
| – | – | 0.11% | 143 |
|
|
2014
Q2 | $460K | Hold |
8,796
| – | – | 0.12% | 143 |
|
|
2014
Q1 | $476K | Hold |
8,796
| – | – | 0.12% | 137 |
|
|
2013
Q4 | $497K | Sell |
8,796
-1,250
| -12% | -$70.6K | 0.14% | 121 |
|
|
2013
Q3 | $500K | Hold |
10,046
| – | – | 0.17% | 101 |
|
|
2013
Q2 | $459K | Buy |
+10,046
| New | +$459K | 0.17% | 102 |
|