Aperio Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $445K | Buy |
17,294
+703
| +4% | +$18.1K | ﹤0.01% | 2016 |
|
|
2020
Q3 | $346K | Sell |
16,591
-1,694
| -9% | -$35.3K | ﹤0.01% | 2008 |
|
|
2020
Q2 | $491K | Sell |
18,285
-43,099
| -70% | -$1.16M | ﹤0.01% | 1788 |
|
|
2020
Q1 | $1.59M | Buy |
61,384
+8,182
| +15% | +$212K | 0.01% | 1112 |
|
|
2019
Q4 | $1.95M | Buy |
53,202
+770
| +1% | +$28.2K | 0.01% | 1101 |
|
|
2019
Q3 | $1.94M | Sell |
52,432
-460
| -0.9% | -$17K | 0.01% | 1071 |
|
|
2019
Q2 | $1.85M | Buy |
52,892
+2,040
| +4% | +$71.3K | 0.01% | 1099 |
|
|
2019
Q1 | $1.47M | Buy |
50,852
+9,695
| +24% | +$280K | 0.01% | 1175 |
|
|
2018
Q4 | $1.1M | Buy |
41,157
+339
| +0.8% | +$9.05K | 0.01% | 1261 |
|
|
2018
Q3 | $1.31M | Buy |
40,818
+11,967
| +41% | +$383K | 0.01% | 1256 |
|
|
2018
Q2 | $943K | Buy |
28,851
+3,156
| +12% | +$103K | ﹤0.01% | 1427 |
|
|
2018
Q1 | $889K | Sell |
25,695
-518
| -2% | -$17.9K | ﹤0.01% | 1389 |
|
|
2017
Q4 | $898K | Sell |
26,213
-1,380
| -5% | -$47.3K | ﹤0.01% | 1364 |
|
|
2017
Q3 | $929K | Sell |
27,593
-7,842
| -22% | -$264K | 0.01% | 1317 |
|
|
2017
Q2 | $1.18M | Sell |
35,435
-10,775
| -23% | -$358K | 0.01% | 1157 |
|
|
2017
Q1 | $1.53M | Buy |
46,210
+1,908
| +4% | +$63.2K | 0.01% | 966 |
|
|
2016
Q4 | $1.52M | Buy |
44,302
+11,560
| +35% | +$397K | 0.01% | 934 |
|
|
2016
Q3 | $874K | Buy |
32,742
+4,305
| +15% | +$115K | 0.01% | 1169 |
|
|
2016
Q2 | $690K | Buy |
28,437
+19,523
| +219% | +$474K | 0.01% | 1236 |
|
|
2016
Q1 | $202K | Sell |
8,914
-37,693
| -81% | -$854K | ﹤0.01% | 1874 |
|
|
2015
Q4 | $1.11M | Buy |
46,607
+34,667
| +290% | +$826K | 0.01% | 972 |
|
|
2015
Q3 | $272K | Buy |
11,940
+669
| +6% | +$15.2K | ﹤0.01% | 1613 |
|
|
2015
Q2 | $263K | Buy |
+11,271
| New | +$263K | ﹤0.01% | 1713 |
|