Mission Wealth Management’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,579
| Closed | -$203K | – | 205 |
|
|
2017
Q1 | $203K | Sell |
7,579
-1,185
| -14% | -$31.7K | 0.04% | 179 |
|
|
2016
Q4 | $206K | Sell |
8,764
-845
| -9% | -$19.9K | 0.04% | 171 |
|
|
2016
Q3 | $219K | Hold |
9,609
| – | – | 0.05% | 152 |
|
|
2016
Q2 | $212K | Sell |
9,609
-420
| -4% | -$9.27K | 0.06% | 145 |
|
|
2016
Q1 | $233K | Buy |
10,029
+975
| +11% | +$22.7K | 0.06% | 133 |
|
|
2015
Q4 | $219K | Buy |
+9,054
| New | +$219K | 0.06% | 125 |
|