Lake Street Advisors Group’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
Q2 | – | Sell |
-31,866
| Closed | -$203K | – | 335 |
|
|
2022
Q1 | $203K | Buy |
31,866
+403
| +1% | +$2.57K | 0.01% | 195 |
|
|
2021
Q4 | $485K | Buy |
+31,463
| New | +$485K | 0.03% | 174 |
|
|
2021
Q3 | – | Sell |
-28,862
| Closed | -$546K | – | 442 |
|
|
2021
Q2 | $546K | Buy |
28,862
+329
| +1% | +$6.22K | 0.04% | 159 |
|
|
2021
Q1 | $530K | Buy |
28,533
+44
| +0.2% | +$817 | 0.04% | 157 |
|
|
2020
Q4 | $424K | Sell |
28,489
-980
| -3% | -$14.6K | 0.04% | 169 |
|
|
2020
Q3 | $355K | Sell |
29,469
-259
| -0.9% | -$3.12K | 0.03% | 181 |
|
|
2020
Q2 | $372K | Buy |
29,728
+5,978
| +25% | +$74.8K | 0.04% | 167 |
|
|
2020
Q1 | $243K | Buy |
+23,750
| New | +$243K | 0.03% | 200 |
|
|
2018
Q3 | – | Sell |
-9,584
| Closed | -$208K | – | 334 |
|
|
2018
Q2 | $208K | Sell |
9,584
-416
| -4% | -$9.03K | 0.02% | 308 |
|
|
2018
Q1 | $222K | Sell |
10,000
-137
| -1% | -$3.04K | 0.02% | 278 |
|
|
2017
Q4 | $247K | Buy |
+10,137
| New | +$247K | 0.03% | 276 |
|