Kovack Advisors’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,300
| Closed | -$260K | – | 632 |
|
|
2022
Q2 | $260K | Buy |
+18,300
| New | +$260K | 0.03% | 489 |
|
|
2022
Q1 | – | Sell |
-18,800
| Closed | -$290K | – | 810 |
|
|
2021
Q4 | $290K | Sell |
18,800
-700
| -4% | -$10.8K | 0.03% | 541 |
|
|
2021
Q3 | $361K | Hold |
19,500
| – | – | 0.04% | 465 |
|
|
2021
Q2 | $377K | Sell |
19,500
-279
| -1% | -$5.39K | 0.04% | 436 |
|
|
2021
Q1 | $367K | Sell |
19,779
-406
| -2% | -$7.53K | 0.05% | 390 |
|
|
2020
Q4 | $301K | Sell |
20,185
-100
| -0.5% | -$1.49K | 0.04% | 403 |
|
|
2020
Q3 | $244K | Sell |
20,285
-4,665
| -19% | -$56.1K | 0.04% | 367 |
|
|
2020
Q2 | $312K | Sell |
24,950
-615
| -2% | -$7.69K | 0.06% | 315 |
|
|
2020
Q1 | $262K | Buy |
25,565
+300
| +1% | +$3.08K | 0.06% | 323 |
|
|
2019
Q4 | $429K | Sell |
25,265
-1,300
| -5% | -$22.1K | 0.08% | 276 |
|
|
2019
Q3 | $531K | Sell |
26,565
-210
| -0.8% | -$4.2K | 0.11% | 216 |
|
|
2019
Q2 | $534K | Sell |
26,775
-1,900
| -7% | -$37.9K | 0.12% | 201 |
|
|
2019
Q1 | $530K | Buy |
28,675
+200
| +0.7% | +$3.7K | 0.13% | 189 |
|
|
2018
Q4 | $497K | Sell |
28,475
-2,102
| -7% | -$36.7K | 0.15% | 168 |
|
|
2018
Q3 | $612K | Buy |
30,577
+7,516
| +33% | +$150K | 0.16% | 161 |
|
|
2018
Q2 | $500K | Buy |
23,061
+6,408
| +38% | +$139K | 0.14% | 176 |
|
|
2018
Q1 | $369K | Sell |
16,653
-485
| -3% | -$10.7K | 0.09% | 254 |
|
|
2017
Q4 | $418K | Sell |
17,138
-300
| -2% | -$7.32K | 0.11% | 224 |
|
|
2017
Q3 | $440K | Sell |
17,438
-500
| -3% | -$12.6K | 0.15% | 165 |
|
|
2017
Q2 | $420K | Sell |
17,938
-2,225
| -11% | -$52.1K | 0.13% | 186 |
|
|
2017
Q1 | $539K | Buy |
20,163
+725
| +4% | +$19.4K | 0.21% | 116 |
|
|
2016
Q4 | $456K | Sell |
19,438
-1,200
| -6% | -$28.2K | 0.22% | 112 |
|
|
2016
Q3 | $469K | Sell |
20,638
-700
| -3% | -$15.9K | 0.23% | 108 |
|
|
2016
Q2 | $471K | Buy |
21,338
+65
| +0.3% | +$1.44K | 0.25% | 102 |
|
|
2016
Q1 | $495K | Sell |
21,273
-27
| -0.1% | -$628 | 0.31% | 89 |
|
|
2015
Q4 | $516K | Sell |
21,300
-1,800
| -8% | -$43.6K | 0.34% | 81 |
|
|
2015
Q3 | $486K | Hold |
23,100
| – | – | 0.34% | 76 |
|
|
2015
Q2 | $571K | Buy |
+23,100
| New | +$571K | 0.4% | 58 |
|