Advisor Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $156K | Sell |
4,230
-243
| -5% | -$8.96K | ﹤0.01% | 2596 |
|
2019
Q3 | $166K | Buy |
4,473
+262
| +6% | +$9.72K | ﹤0.01% | 2458 |
|
2019
Q2 | $147K | Sell |
4,211
-76
| -2% | -$2.65K | ﹤0.01% | 2552 |
|
2019
Q1 | $124K | Sell |
4,287
-1,311
| -23% | -$37.9K | ﹤0.01% | 2674 |
|
2018
Q4 | $150K | Buy |
5,598
+988
| +21% | +$26.5K | ﹤0.01% | 2313 |
|
2018
Q3 | $147K | Sell |
4,610
-506
| -10% | -$16.1K | ﹤0.01% | 2436 |
|
2018
Q2 | $168K | Sell |
5,116
-282
| -5% | -$9.26K | ﹤0.01% | 2115 |
|
2018
Q1 | $186K | Buy |
5,398
+957
| +22% | +$33K | ﹤0.01% | 2038 |
|
2017
Q4 | $152K | Sell |
4,441
-88
| -2% | -$3.01K | ﹤0.01% | 2223 |
|
2017
Q3 | $152K | Sell |
4,529
-10,007
| -69% | -$336K | ﹤0.01% | 2066 |
|
2017
Q2 | $483K | Buy |
14,536
+456
| +3% | +$15.2K | 0.01% | 1171 |
|
2017
Q1 | $466K | Buy |
14,080
+435
| +3% | +$14.4K | 0.01% | 1122 |
|
2016
Q4 | $468K | Buy |
13,645
+9,106
| +201% | +$312K | 0.01% | 1060 |
|
2016
Q3 | $121K | Sell |
4,539
-1,014
| -18% | -$27K | ﹤0.01% | 1871 |
|
2016
Q2 | $134K | Buy |
+5,553
| New | +$134K | ﹤0.01% | 1721 |
|