LWCFA
WBK
Loring Wolcott & Coolidge Fiduciary Advisors’s Westpac Banking Corporation WBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-784
| Closed | -$15K | – | 978 |
|
2021
Q2 | $15K | Buy |
+784
| New | +$15K | ﹤0.01% | 569 |
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$10K | – | 681 |
|
2020
Q1 | $10K | Sell |
1,000
-1,000
| -50% | -$10K | ﹤0.01% | 545 |
|
2019
Q4 | $34K | Hold |
2,000
| – | – | ﹤0.01% | 461 |
|
2019
Q3 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 427 |
|
2019
Q2 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 423 |
|
2019
Q1 | $37K | Hold |
2,000
| – | – | ﹤0.01% | 437 |
|
2018
Q4 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 451 |
|
2018
Q3 | $40K | Buy |
2,000
+1,000
| +100% | +$20K | ﹤0.01% | 443 |
|
2018
Q2 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 498 |
|
2018
Q1 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 529 |
|
2017
Q4 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 502 |
|
2017
Q3 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 487 |
|
2017
Q2 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 474 |
|
2017
Q1 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 473 |
|
2016
Q4 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 466 |
|
2016
Q3 | $23K | Sell |
1,000
-100
| -9% | -$2.3K | ﹤0.01% | 473 |
|
2016
Q2 | $24K | Hold |
1,100
| – | – | ﹤0.01% | 471 |
|
2016
Q1 | $26K | Hold |
1,100
| – | – | ﹤0.01% | 464 |
|
2015
Q4 | $27K | Hold |
1,100
| – | – | ﹤0.01% | 488 |
|
2015
Q3 | $27K | Hold |
1,100
| – | – | ﹤0.01% | 477 |
|
2015
Q2 | $27K | Sell |
1,100
-50
| -4% | -$1.23K | ﹤0.01% | 477 |
|
2015
Q1 | $34K | Hold |
1,150
| – | – | ﹤0.01% | 475 |
|
2014
Q4 | $31K | Hold |
1,150
| – | – | ﹤0.01% | 477 |
|
2014
Q3 | $32K | Sell |
1,150
-1,000
| -47% | -$27.8K | ﹤0.01% | 452 |
|
2014
Q2 | $69K | Sell |
2,150
-1,000
| -32% | -$32.1K | ﹤0.01% | 397 |
|
2014
Q1 | $101K | Hold |
3,150
| – | – | ﹤0.01% | 344 |
|
2013
Q4 | $92K | Buy |
3,150
+1,000
| +47% | +$29.2K | ﹤0.01% | 338 |
|
2013
Q3 | $66K | Buy |
2,150
+1,720
| +400% | +$52.8K | ﹤0.01% | 352 |
|
2013
Q2 | $57K | Buy |
+430
| New | +$57K | ﹤0.01% | 377 |
|