United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27,941
| Closed | -$474K | – | 1402 |
|
|
2019
Q4 | $474K | Buy |
+27,941
| New | +$474K | ﹤0.01% | 1003 |
|
|
2019
Q3 | – | Sell |
-22,226
| Closed | -$443K | – | 1533 |
|
|
2019
Q2 | $443K | Buy |
22,226
+2,437
| +12% | +$48.6K | ﹤0.01% | 1074 |
|
|
2019
Q1 | $366K | Sell |
19,789
-124
| -0.6% | -$2.29K | ﹤0.01% | 1059 |
|
|
2018
Q4 | $346K | Buy |
19,913
+1,359
| +7% | +$23.6K | ﹤0.01% | 1024 |
|
|
2018
Q3 | $371K | Buy |
18,554
+4,657
| +34% | +$93.1K | ﹤0.01% | 1036 |
|
|
2018
Q2 | $301K | Buy |
13,897
+3,940
| +40% | +$85.3K | ﹤0.01% | 1077 |
|
|
2018
Q1 | $221K | Buy |
+9,957
| New | +$221K | ﹤0.01% | 1208 |
|
|
2016
Q1 | – | Sell |
-18,533
| Closed | -$449K | – | 1323 |
|
|
2015
Q4 | $449K | Sell |
18,533
-8,830
| -32% | -$214K | 0.01% | 912 |
|
|
2015
Q3 | $576K | Sell |
27,363
-3,434
| -11% | -$72.3K | 0.01% | 847 |
|
|
2015
Q2 | $762K | Buy |
30,797
+6,059
| +24% | +$150K | 0.01% | 784 |
|
|
2015
Q1 | $714K | Sell |
24,738
-4,298
| -15% | -$124K | 0.01% | 804 |
|
|
2014
Q4 | $781K | Buy |
29,036
+210
| +0.7% | +$5.65K | 0.01% | 703 |
|
|
2014
Q3 | $810K | Sell |
28,826
-1,818
| -6% | -$51.1K | 0.01% | 662 |
|
|
2014
Q2 | $984K | Sell |
30,644
-724
| -2% | -$23.2K | 0.02% | 568 |
|
|
2014
Q1 | $1.01M | Buy |
+31,368
| New | +$1.01M | 0.02% | 492 |
|
|
2013
Q4 | – | Sell |
-17,352
| Closed | -$532K | – | 807 |
|
|
2013
Q3 | $532K | Sell |
17,352
-4,943
| -22% | -$152K | 0.02% | 432 |
|
|
2013
Q2 | $588K | Buy |
+22,295
| New | +$588K | 0.02% | 484 |
|