One Wealth Advisors’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-899
| Closed | -$53.1K | – | 597 |
|
2022
Q4 | $53.1K | Buy |
+899
| New | +$53.1K | 0.01% | 404 |
|
2019
Q2 | – | Sell |
-1,406
| Closed | -$87K | – | 484 |
|
2019
Q1 | $87K | Buy |
+1,406
| New | +$87K | 0.07% | 191 |
|
2018
Q4 | – | Sell |
-1,526
| Closed | -$92K | – | 467 |
|
2018
Q3 | $92K | Hold |
1,526
| – | – | 0.07% | 200 |
|
2018
Q2 | $86K | Buy |
+1,526
| New | +$86K | 0.07% | 212 |
|
2018
Q1 | – | Sell |
-1,561
| Closed | -$93K | – | 589 |
|
2017
Q4 | $93K | Buy |
+1,561
| New | +$93K | 0.08% | 209 |
|