TFCM
WBK
Taylor Frigon Capital Management’s Westpac Banking Corporation WBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-41,543
| Closed | -$769K | – | 89 |
|
|
2019
Q1 | $769K | Buy |
41,543
+350
| +0.8% | +$6.48K | 0.6% | 76 |
|
|
2018
Q4 | $720K | Buy |
41,193
+265
| +0.6% | +$4.63K | 0.63% | 79 |
|
|
2018
Q3 | $818K | Buy |
40,928
+2,187
| +6% | +$43.7K | 0.62% | 76 |
|
|
2018
Q2 | $840K | Sell |
38,741
-1,593
| -4% | -$34.5K | 0.61% | 74 |
|
|
2018
Q1 | $895K | Sell |
40,334
-275
| -0.7% | -$6.1K | 0.7% | 71 |
|
|
2017
Q4 | $990K | Buy |
+40,609
| New | +$990K | 0.8% | 67 |
|
|
2016
Q2 | $692K | Buy |
31,332
+949
| +3% | +$21K | 0.72% | 74 |
|
|
2016
Q1 | $707K | Sell |
30,383
-90
| -0.3% | -$2.09K | 0.75% | 68 |
|
|
2015
Q4 | $710K | Buy |
30,473
+564
| +2% | +$13.1K | 0.8% | 65 |
|
|
2015
Q3 | $631K | Buy |
29,909
+2,209
| +8% | +$46.6K | 0.7% | 69 |
|
|
2015
Q2 | $692K | Sell |
27,700
-6,105
| -18% | -$153K | 0.72% | 64 |
|
|
2015
Q1 | $1.01M | Buy |
+33,805
| New | +$1.01M | 0.93% | 55 |
|