SVB Wealth’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,745
| Closed | -$365K | – | 1094 |
|
|
2022
Q4 | $365K | Buy |
22,745
+3,072
| +16% | +$49.3K | ﹤0.01% | 661 |
|
|
2022
Q3 | $291K | Buy |
+19,673
| New | +$291K | ﹤0.01% | 703 |
|
|
2021
Q4 | – | Sell |
-30,180
| Closed | -$607K | – | 993 |
|
|
2021
Q3 | $607K | Sell |
30,180
-4,537
| -13% | -$91.3K | 0.01% | 546 |
|
|
2021
Q2 | $730K | Buy |
34,717
+24,262
| +232% | +$510K | 0.01% | 469 |
|
|
2021
Q1 | $225K | Buy |
+10,455
| New | +$225K | ﹤0.01% | 795 |
|