BRC Investment Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-31,304
| Closed | -$746K | – | 145 |
|
|
2015
Q4 | $746K | Buy |
+31,304
| New | +$746K | 0.11% | 69 |
|
|
2014
Q1 | – | Sell |
-21,625
| Closed | -$504K | – | 174 |
|
|
2013
Q4 | $504K | Buy |
21,625
+152
| +0.7% | +$3.54K | 0.08% | 98 |
|
|
2013
Q3 | $444K | Buy |
+21,473
| New | +$444K | 0.07% | 115 |
|