Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-56
| Closed | -$1K | – | 2021 |
|
|
2021
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1892 |
|
|
2020
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q3 | $1K | Sell |
56
-286
| -84% | -$5.11K | ﹤0.01% | 1517 |
|
|
2020
Q2 | $4K | Buy |
342
+286
| +511% | +$3.35K | ﹤0.01% | 1560 |
|
|
2020
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1723 |
|
|
2019
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1599 |
|
|
2019
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 1526 |
|
|
2019
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1527 |
|
|
2018
Q4 | $1K | Sell |
56
-81
| -59% | -$1.45K | ﹤0.01% | 1450 |
|
|
2018
Q3 | $3K | Hold |
137
| – | – | ﹤0.01% | 1406 |
|
|
2018
Q2 | $3K | Buy |
137
+81
| +145% | +$1.77K | ﹤0.01% | 1306 |
|
|
2018
Q1 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 1521 |
|