Advisors Asset Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,081
| Closed | -$71K | – | 1764 |
|
|
2016
Q4 | $71K | Sell |
2,081
-100
| -5% | -$3.41K | ﹤0.01% | 1611 |
|
|
2016
Q3 | $58K | Sell |
2,181
-200
| -8% | -$5.32K | ﹤0.01% | 1649 |
|
|
2016
Q2 | $58K | Hold |
2,381
| – | – | ﹤0.01% | 1638 |
|
|
2016
Q1 | $54K | Sell |
2,381
-100
| -4% | -$2.27K | ﹤0.01% | 1605 |
|
|
2015
Q4 | $59K | Sell |
2,481
-100
| -4% | -$2.38K | ﹤0.01% | 1678 |
|
|
2015
Q3 | $59K | Sell |
2,581
-200
| -7% | -$4.57K | ﹤0.01% | 1660 |
|
|
2015
Q2 | $65K | Sell |
2,781
-100
| -3% | -$2.34K | ﹤0.01% | 1663 |
|
|
2015
Q1 | $63K | Buy |
2,881
+100
| +4% | +$2.19K | ﹤0.01% | 1655 |
|
|
2014
Q4 | $62K | Sell |
2,781
-100
| -3% | -$2.23K | ﹤0.01% | 1631 |
|
|
2014
Q3 | $59K | Sell |
2,881
-200
| -6% | -$4.1K | ﹤0.01% | 1594 |
|
|
2014
Q2 | $69K | Sell |
3,081
-100
| -3% | -$2.24K | ﹤0.01% | 1583 |
|
|
2014
Q1 | $74K | Hold |
3,181
| – | – | ﹤0.01% | 1537 |
|
|
2013
Q4 | $74K | Hold |
3,181
| – | – | ﹤0.01% | 1515 |
|
|
2013
Q3 | $66K | Sell |
3,181
-200
| -6% | -$4.15K | ﹤0.01% | 1512 |
|
|
2013
Q2 | $64K | Buy |
+3,381
| New | +$64K | ﹤0.01% | 1451 |
|