Marietta Investment Partners’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,040
| Closed | -$342K | – | 141 |
|
|
2017
Q4 | $342K | Hold |
14,040
| – | – | 0.1% | 115 |
|
|
2017
Q3 | $354K | Sell |
14,040
-3,200
| -19% | -$80.7K | 0.11% | 103 |
|
|
2017
Q2 | $403K | Hold |
17,240
| – | – | 0.13% | 101 |
|
|
2017
Q1 | $461K | Hold |
17,240
| – | – | 0.15% | 100 |
|
|
2016
Q4 | $405K | Buy |
17,240
+2,440
| +16% | +$57.3K | 0.14% | 96 |
|
|
2016
Q3 | $337K | Buy |
14,800
+2,900
| +24% | +$66K | 0.11% | 116 |
|
|
2016
Q2 | $263K | Sell |
11,900
-13,564
| -53% | -$300K | 0.09% | 126 |
|
|
2016
Q1 | $592K | Buy |
+25,464
| New | +$592K | 0.24% | 86 |
|