Plante Moran Financial Advisors’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
Q3 | – | Sell |
-2,300
| Closed | -$50K | – | 887 |
|
|
2018
Q2 | $50K | Buy |
2,300
+1,000
| +77% | +$21.7K | 0.03% | 325 |
|
|
2018
Q1 | $29K | Hold |
1,300
| – | – | 0.02% | 443 |
|
|
2017
Q4 | $32K | Buy |
+1,300
| New | +$32K | 0.02% | 426 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$25K | – | 805 |
|
|
2015
Q2 | $25K | Buy |
+1,000
| New | +$25K | 0.02% | 400 |
|
|
2014
Q4 | – | Sell |
-25
| Closed | -$1K | – | 902 |
|
|
2014
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 785 |
|
|
2014
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 821 |
|