Lee Financial’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-280
| Closed | -$16.7K | – | 961 |
|
|
2022
Q4 | $16.7K | Hold |
280
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $18K | Hold |
280
| – | – | ﹤0.01% | 348 |
|
|
2022
Q2 | $20K | Hold |
280
| – | – | ﹤0.01% | 337 |
|
|
2022
Q1 | $23K | Sell |
280
-20
| -7% | -$1.64K | ﹤0.01% | 321 |
|
|
2021
Q4 | $32K | Hold |
300
| – | – | 0.01% | 305 |
|
|
2021
Q3 | $33K | Hold |
300
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $28K | Sell |
300
-15
| -5% | -$1.4K | 0.01% | 282 |
|
|
2021
Q1 | $30K | Hold |
315
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $19K | Hold |
315
| – | – | ﹤0.01% | 301 |
|
|
2020
Q3 | $10K | Hold |
315
| – | – | ﹤0.01% | 404 |
|
|
2020
Q2 | $12K | Hold |
315
| – | – | ﹤0.01% | 346 |
|
|
2020
Q1 | $10K | Hold |
315
| – | – | ﹤0.01% | 304 |
|
|
2019
Q4 | $18K | Hold |
315
| – | – | ﹤0.01% | 265 |
|
|
2019
Q3 | $15K | Buy |
315
+45
| +17% | +$2.14K | ﹤0.01% | 285 |
|
|
2019
Q2 | $12K | Hold |
270
| – | – | ﹤0.01% | 333 |
|
|
2019
Q1 | $11K | Hold |
270
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $11K | Hold |
270
| – | – | ﹤0.01% | 281 |
|
|
2018
Q3 | $15K | Buy |
270
+120
| +80% | +$6.67K | ﹤0.01% | 282 |
|
|
2018
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 542 |
|
|
2018
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 509 |
|
|
2017
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 388 |
|
|
2017
Q3 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 382 |
|
|
2017
Q1 | – | Sell |
-2,459
| Closed | -$120K | – | 436 |
|
|
2016
Q4 | $120K | Buy |
+2,459
| New | +$120K | 0.07% | 127 |
|