TrueWealth LLC’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
Q1 | – | Sell |
-175
| Closed | -$3K | – | 819 |
|
|
2019
Q4 | $3K | Hold |
175
| – | – | ﹤0.01% | 660 |
|
|
2019
Q3 | $3K | Hold |
175
| – | – | ﹤0.01% | 626 |
|
|
2019
Q2 | $3K | Hold |
175
| – | – | ﹤0.01% | 644 |
|
|
2019
Q1 | $3K | Hold |
175
| – | – | ﹤0.01% | 655 |
|
|
2018
Q4 | $3K | Hold |
175
| – | – | ﹤0.01% | 642 |
|
|
2018
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 666 |
|
|
2018
Q2 | $4K | Hold |
175
| – | – | ﹤0.01% | 679 |
|
|
2018
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 640 |
|
|
2017
Q4 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 743 |
|