BFSG LLC’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,572
| Closed | -$1.4M | – | 202 |
|
|
2022
Q4 | $1.4M | Sell |
41,572
-136
| -0.3% | -$4.56K | 0.28% | 102 |
|
|
2022
Q3 | $1.25M | Hold |
41,708
| – | – | 0.27% | 106 |
|
|
2022
Q2 | $1.25M | Buy |
41,708
+582
| +1% | +$17.5K | 0.23% | 110 |
|
|
2022
Q1 | $1.35M | Sell |
41,126
-252
| -0.6% | -$8.27K | 0.21% | 107 |
|
|
2021
Q4 | $1.38M | Buy |
+41,378
| New | +$1.38M | 0.19% | 120 |
|