Chicago Equity Partners’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-59,100
| Closed | -$2.19M | – | 967 |
|
|
2019
Q3 | $2.19M | Buy |
+59,100
| New | +$2.19M | 0.1% | 296 |
|
|
2018
Q2 | – | Sell |
-89,125
| Closed | -$3.08M | – | 904 |
|
|
2018
Q1 | $3.08M | Buy |
89,125
+73,755
| +480% | +$2.55M | 0.1% | 284 |
|
|
2017
Q4 | $526K | Sell |
15,370
-80
| -0.5% | -$2.74K | 0.02% | 607 |
|
|
2017
Q3 | $520K | Hold |
15,450
| – | – | 0.02% | 614 |
|
|
2017
Q2 | $513K | Hold |
15,450
| – | – | 0.01% | 623 |
|
|
2017
Q1 | $511K | Buy |
+15,450
| New | +$511K | 0.01% | 588 |
|
|
2014
Q2 | – | Sell |
-59,750
| Closed | -$1.39M | – | 515 |
|
|
2014
Q1 | $1.39M | Sell |
59,750
-219,195
| -79% | -$5.11M | 0.04% | 252 |
|
|
2013
Q4 | $6.5M | Buy |
278,945
+28,475
| +11% | +$663K | 0.2% | 129 |
|
|
2013
Q3 | $5.18M | Buy |
+250,470
| New | +$5.18M | 0.16% | 143 |
|