Wealthspire Advisors (Maryland)’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,883
| Closed | -$35K | – | 2562 |
|
|
2019
Q1 | $35K | Sell |
1,883
-180
| -9% | -$3.35K | ﹤0.01% | 1054 |
|
|
2018
Q4 | $36K | Buy |
2,063
+479
| +30% | +$8.36K | ﹤0.01% | 991 |
|
|
2018
Q3 | $32K | Buy |
1,584
+27
| +2% | +$545 | ﹤0.01% | 1125 |
|
|
2018
Q2 | $34K | Sell |
1,557
-137
| -8% | -$2.99K | ﹤0.01% | 1105 |
|
|
2018
Q1 | $38K | Sell |
1,694
-374
| -18% | -$8.39K | ﹤0.01% | 1097 |
|
|
2017
Q4 | $50K | Buy |
2,068
+14
| +0.7% | +$338 | ﹤0.01% | 1017 |
|
|
2017
Q3 | $52K | Buy |
2,054
+214
| +12% | +$5.42K | 0.01% | 974 |
|
|
2017
Q2 | $43K | Buy |
1,840
+308
| +20% | +$7.2K | 0.01% | 1004 |
|
|
2017
Q1 | $41K | Buy |
1,532
+966
| +171% | +$25.9K | 0.01% | 855 |
|
|
2016
Q4 | $13K | Hold |
566
| – | – | ﹤0.01% | 1154 |
|
|
2016
Q3 | $13K | Hold |
566
| – | – | ﹤0.01% | 1192 |
|
|
2016
Q2 | $13K | Buy |
566
+29
| +5% | +$666 | ﹤0.01% | 1149 |
|
|
2016
Q1 | $12K | Buy |
537
+50
| +10% | +$1.12K | ﹤0.01% | 1153 |
|
|
2015
Q4 | $12K | Buy |
+487
| New | +$12K | ﹤0.01% | 1159 |
|