Steward Partners Investment Advisory’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-50
| Closed | -$1K | – | 2938 |
|
|
2020
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2646 |
|
|
2019
Q4 | – | Sell |
-1,750
| Closed | -$34K | – | 2880 |
|
|
2019
Q3 | $34K | Hold |
1,750
| – | – | ﹤0.01% | 1524 |
|
|
2019
Q2 | $34K | Buy |
+1,750
| New | +$34K | ﹤0.01% | 1491 |
|
|
2018
Q4 | – | Sell |
-1,750
| Closed | -$35K | – | 2611 |
|
|
2018
Q3 | $35K | Hold |
1,750
| – | – | ﹤0.01% | 1335 |
|
|
2018
Q2 | $38K | Sell |
1,750
-120
| -6% | -$2.61K | ﹤0.01% | 1213 |
|
|
2018
Q1 | $41K | Buy |
1,870
+60
| +3% | +$1.32K | ﹤0.01% | 1072 |
|
|
2017
Q4 | $44K | Buy |
1,810
+60
| +3% | +$1.46K | ﹤0.01% | 878 |
|
|
2017
Q3 | $44K | Hold |
1,750
| – | – | ﹤0.01% | 726 |
|
|
2017
Q2 | $40K | Hold |
1,750
| – | – | ﹤0.01% | 679 |
|
|
2017
Q1 | $46K | Buy |
+1,750
| New | +$46K | 0.01% | 569 |
|