Berman Capital Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-18
| Closed | – | – | 1852 |
|
|
2020
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1793 |
|
|
2020
Q2 | $0 | Sell |
18
-39
| -68% | – | ﹤0.01% | 1862 |
|
|
2020
Q1 | $1K | Buy |
57
+30
| +111% | +$526 | ﹤0.01% | 1388 |
|
|
2019
Q4 | $0 | Hold |
27
| – | – | ﹤0.01% | 1561 |
|
|
2019
Q3 | $0 | Hold |
27
| – | – | ﹤0.01% | 1598 |
|
|
2019
Q2 | $0 | Hold |
27
| – | – | ﹤0.01% | 1589 |
|
|
2019
Q1 | $0 | Hold |
27
| – | – | ﹤0.01% | 1497 |
|
|
2018
Q4 | $0 | Buy |
+27
| New | – | ﹤0.01% | 1282 |
|