Boston Trust Walden’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-339,277
| Closed | -$12.4M | – | 381 |
|
2019
Q4 | $12.4M | Buy |
339,277
+6,036
| +2% | +$221K | 0.14% | 193 |
|
2019
Q3 | $12.3M | Buy |
333,241
+2,182
| +0.7% | +$80.7K | 0.16% | 186 |
|
2019
Q2 | $11.6M | Sell |
331,059
-4,970
| -1% | -$174K | 0.15% | 180 |
|
2019
Q1 | $9.71M | Buy |
336,029
+22,333
| +7% | +$645K | 0.13% | 194 |
|
2018
Q4 | $8.38M | Sell |
313,696
-33,527
| -10% | -$896K | 0.13% | 191 |
|
2018
Q3 | $11.1M | Sell |
347,223
-20,326
| -6% | -$650K | 0.15% | 177 |
|
2018
Q2 | $12M | Sell |
367,549
-10,167
| -3% | -$332K | 0.18% | 168 |
|
2018
Q1 | $13.1M | Sell |
377,716
-26,854
| -7% | -$929K | 0.2% | 142 |
|
2017
Q4 | $13.9M | Sell |
404,570
-9,868
| -2% | -$338K | 0.2% | 146 |
|
2017
Q3 | $13.9M | Sell |
414,438
-4,252
| -1% | -$143K | 0.22% | 141 |
|
2017
Q2 | $13.9M | Sell |
418,690
-121,212
| -22% | -$4.02M | 0.22% | 134 |
|
2017
Q1 | $17.9M | Sell |
539,902
-26,978
| -5% | -$893K | 0.28% | 128 |
|
2016
Q4 | $19.5M | Buy |
+566,880
| New | +$19.5M | 0.31% | 129 |
|