Cetera Advisors’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 |
-10,249
| Closed | -$344K | – | 1710 |
|
|
2022
Q4 | $344K | Buy |
+10,249
| New | +$344K | 0.01% | 1161 |
|
|
2017
Q4 | – | Sell |
-43,280
| Closed | -$1.46M | – | 868 |
|
|
2017
Q3 | $1.46M | Hold |
43,280
| – | – | 0.09% | 244 |
|
|
2017
Q2 | $1.44M | Sell |
43,280
-400
| -0.9% | -$13.3K | 0.09% | 242 |
|
|
2017
Q1 | $1.45M | Hold |
43,680
| – | – | 0.1% | 230 |
|
|
2016
Q4 | $1.5M | Sell |
43,680
-84
| -0.2% | -$2.89K | 0.11% | 194 |
|
|
2016
Q3 | $1.17M | Hold |
43,764
| – | – | 0.09% | 238 |
|
|
2016
Q2 | $1.06M | Sell |
43,764
-4,424
| -9% | -$107K | 0.08% | 251 |
|
|
2016
Q1 | $1.09M | Sell |
48,188
-1,382
| -3% | -$31.3K | 0.09% | 234 |
|
|
2015
Q4 | $1.18M | Hold |
49,570
| – | – | 0.1% | 223 |
|
|
2015
Q3 | $1.13M | Sell |
49,570
-2,634
| -5% | -$59.9K | 0.11% | 208 |
|
|
2015
Q2 | $1.22M | Buy |
52,204
+41,257
| +377% | +$963K | 0.1% | 214 |
|
|
2015
Q1 | $237K | Sell |
10,947
-796
| -7% | -$17.2K | 0.02% | 579 |
|
|
2014
Q4 | $260K | Sell |
11,743
-1,538
| -12% | -$34.1K | 0.03% | 522 |
|
|
2014
Q3 | $269K | Sell |
13,281
-1,103
| -8% | -$22.3K | 0.02% | 471 |
|
|
2014
Q2 | $324K | Sell |
14,384
-1,821
| -11% | -$41K | 0.04% | 423 |
|
|
2014
Q1 | $377K | Buy |
16,205
+2,276
| +16% | +$53K | 0.05% | 362 |
|
|
2013
Q4 | $324K | Buy |
13,929
+388
| +3% | +$9.03K | 0.05% | 361 |
|
|
2013
Q3 | $280K | Sell |
13,541
-1,073
| -7% | -$22.2K | 0.05% | 344 |
|
|
2013
Q2 | $276K | Buy |
+14,614
| New | +$276K | 0.06% | 311 |
|