Pinnacle Wealth Planning Services’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,663
| Closed | – | – | 454 |
|
|
2022
Q2 | $0 | Hold |
12,663
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $0 | Sell |
12,663
-1,613
| -11% | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $220K | Buy |
14,276
+1,206
| +9% | +$18.6K | 0.04% | 338 |
|
|
2021
Q3 | $242K | Buy |
13,070
+1,292
| +11% | +$23.9K | 0.05% | 284 |
|
|
2021
Q2 | $228K | Buy |
11,778
+125
| +1% | +$2.42K | 0.05% | 284 |
|
|
2021
Q1 | $216K | Buy |
11,653
+516
| +5% | +$9.57K | 0.06% | 282 |
|
|
2020
Q4 | $166K | Buy |
11,137
+13
| +0.1% | +$194 | 0.04% | 319 |
|
|
2020
Q3 | $134K | Sell |
11,124
-216
| -2% | -$2.6K | 0.04% | 253 |
|
|
2020
Q2 | $142K | Buy |
+11,340
| New | +$142K | 0.05% | 240 |
|