Wealthspire Advisors (Maryland)’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-665
| Closed | -$41K | – | 2060 |
|
|
2019
Q1 | $41K | Sell |
665
-48
| -7% | -$2.96K | ﹤0.01% | 966 |
|
|
2018
Q4 | $40K | Buy |
713
+25
| +4% | +$1.4K | ﹤0.01% | 954 |
|
|
2018
Q3 | $41K | Buy |
688
+5
| +0.7% | +$298 | ﹤0.01% | 1035 |
|
|
2018
Q2 | $39K | Buy |
683
+26
| +4% | +$1.49K | ﹤0.01% | 1074 |
|
|
2018
Q1 | $38K | Buy |
657
+18
| +3% | +$1.04K | ﹤0.01% | 1094 |
|
|
2017
Q4 | $38K | Buy |
639
+106
| +20% | +$6.3K | ﹤0.01% | 1116 |
|
|
2017
Q3 | $32K | Buy |
533
+76
| +17% | +$4.56K | ﹤0.01% | 1135 |
|
|
2017
Q2 | $26K | Sell |
457
-6
| -1% | -$341 | ﹤0.01% | 1171 |
|
|
2017
Q1 | $26K | Sell |
463
-12
| -3% | -$674 | ﹤0.01% | 1001 |
|
|
2016
Q4 | $30K | Sell |
475
-96
| -17% | -$6.06K | ﹤0.01% | 909 |
|
|
2016
Q3 | $29K | Buy |
571
+113
| +25% | +$5.74K | ﹤0.01% | 955 |
|
|
2016
Q2 | $23K | Buy |
458
+78
| +21% | +$3.92K | ﹤0.01% | 960 |
|
|
2016
Q1 | $19K | Buy |
380
+48
| +14% | +$2.4K | ﹤0.01% | 992 |
|
|
2015
Q4 | $16K | Buy |
+332
| New | +$16K | ﹤0.01% | 1053 |
|