Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 912 |
|
|
2021
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 767 |
|
|
2021
Q2 | $5K | Sell |
250
-173
| -41% | -$3.46K | ﹤0.01% | 805 |
|
|
2021
Q1 | $8K | Buy |
423
+173
| +69% | +$3.27K | ﹤0.01% | 744 |
|
|
2020
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 745 |
|
|
2020
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 736 |
|
|
2020
Q2 | $3K | Hold |
250
| – | – | ﹤0.01% | 792 |
|
|
2020
Q1 | $3K | Hold |
250
| – | – | ﹤0.01% | 761 |
|
|
2019
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 762 |
|
|
2019
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 755 |
|
|
2019
Q2 | $5K | Hold |
250
| – | – | ﹤0.01% | 795 |
|
|
2019
Q1 | $5K | Hold |
250
| – | – | ﹤0.01% | 809 |
|
|
2018
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 806 |
|
|
2018
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 846 |
|
|
2018
Q2 | $5K | Hold |
250
| – | – | ﹤0.01% | 824 |
|
|
2018
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 760 |
|
|
2017
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 762 |
|
|
2017
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 738 |
|
|
2017
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 753 |
|
|
2017
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 691 |
|
|
2016
Q4 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 657 |
|
|
2016
Q1 | – | Sell |
-450
| Closed | -$11K | – | 1203 |
|
|
2015
Q4 | $11K | Sell |
450
-194,075
| -100% | -$4.74M | ﹤0.01% | 580 |
|
|
2015
Q3 | $4.1M | Buy |
194,525
+4,318
| +2% | +$90.9K | 0.74% | 52 |
|
|
2015
Q2 | $4.71M | Buy |
190,207
+8,922
| +5% | +$221K | 0.81% | 50 |
|
|
2015
Q1 | $5.42M | Buy |
+181,285
| New | +$5.42M | 0.96% | 50 |
|
|
2014
Q2 | – | Sell |
-168,148
| Closed | -$5.39M | – | 924 |
|
|
2014
Q1 | $5.39M | Buy |
168,148
+13,815
| +9% | +$443K | 1.29% | 41 |
|
|
2013
Q4 | $4.48M | Buy |
154,333
+17,468
| +13% | +$507K | 1.1% | 45 |
|
|
2013
Q3 | $4.2M | Buy |
136,865
+12,680
| +10% | +$389K | 1.17% | 43 |
|
|
2013
Q2 | $3.22M | Buy |
+124,185
| New | +$3.22M | 0.95% | 47 |
|