Wescott Financial Advisory Group’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$432K | – | 177 |
|
|
2024
Q3 | $432K | Sell |
5,000
-5,000
| -50% | -$432K | 0.05% | 127 |
|
|
2024
Q2 | $628K | Hold |
10,000
| – | – | 0.07% | 101 |
|
|
2024
Q1 | $642K | Hold |
10,000
| – | – | 0.08% | 97 |
|
|
2023
Q4 | $658K | Hold |
10,000
| – | – | 0.09% | 87 |
|
|
2023
Q3 | $460K | Hold |
10,000
| – | – | 0.08% | 102 |
|
|
2023
Q2 | $365K | Hold |
10,000
| – | – | 0.06% | 119 |
|
|
2023
Q1 | $355K | Buy |
+10,000
| New | +$355K | 0.08% | 117 |
|