Bartlett & Co’s WaFd WAFD Stock Holding History

Bartlett & Co’s Portfolio WAFD Stock Details WAFD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$124K	Hold
2023 Q3	$95K	Sell
2023 Q2	$106K	Hold
2023 Q1	$120K	Hold
2022 Q4	$134K	Hold
2022 Q3	$120K	Hold
2022 Q2	$120K	Buy
2022 Q1	$62K	Buy
2021 Q4	–	Sell
2021 Q3	$137K	Hold
2021 Q2	$127K	Sell
2021 Q1	$172K	Hold
2020 Q4	$144K	Hold
2020 Q3	$117K	Hold
2020 Q2	$150K	Hold
2020 Q1	$145K	Buy
2019 Q3	$207K	Hold
2019 Q2	$195K	Hold
2019 Q1	$162K	Sell
2018 Q4	$152K	Sell
2018 Q3	$192K	Sell
2018 Q2	$203K	Hold
2018 Q1	$214K	Hold
2017 Q4	$212K	Sell
2017 Q3	$213K	Sell
2017 Q2	$212K	Hold
2017 Q1	$212K	Sell
2016 Q4	$225K	Hold
2016 Q3	$175K	Hold
2016 Q2	$159K	Sell
2016 Q1	$325K	Sell
2015 Q4	$349K	Hold
2015 Q3	$333K	Sell
2015 Q2	$354K	Hold
2015 Q1	$330K	Sell
2014 Q4	$340K	Sell
2014 Q3	$396K	Hold
2014 Q2	$436K	Hold
2014 Q1	$453K	Sell
2013 Q4	$460K	Hold
2013 Q3	$408K	Hold
2013 Q2	$373K	Buy