WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-615
| Closed | -$14K | – | 1781 |
|
|
2016
Q2 | $14K | Hold |
615
| – | – | ﹤0.01% | 1007 |
|
|
2016
Q1 | $14K | Hold |
615
| – | – | ﹤0.01% | 973 |
|
|
2015
Q4 | $15K | Buy |
615
+20
| +3% | +$488 | ﹤0.01% | 979 |
|
|
2015
Q3 | $13K | Buy |
595
+17
| +3% | +$371 | ﹤0.01% | 1036 |
|
|
2015
Q2 | $14K | Sell |
578
-410
| -41% | -$9.93K | ﹤0.01% | 1100 |
|
|
2015
Q1 | $30K | Sell |
988
-756
| -43% | -$23K | 0.01% | 880 |
|
|
2014
Q4 | $47K | Sell |
1,744
-629
| -27% | -$17K | 0.01% | 913 |
|
|
2014
Q3 | $67K | Sell |
2,373
-106
| -4% | -$2.99K | 0.01% | 814 |
|
|
2014
Q2 | $80K | Buy |
2,479
+525
| +27% | +$16.9K | 0.01% | 737 |
|
|
2014
Q1 | $63K | Buy |
1,954
+470
| +32% | +$15.2K | 0.01% | 816 |
|
|
2013
Q4 | $43K | Sell |
1,484
-84
| -5% | -$2.43K | 0.01% | 1057 |
|
|
2013
Q3 | $48K | Sell |
1,568
-227
| -13% | -$6.95K | 0.01% | 949 |
|
|
2013
Q2 | $47K | Buy |
+1,795
| New | +$47K | 0.01% | 911 |
|