Creative Planning’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,327
| Closed | -$110K | – | 3584 |
|
|
2017
Q2 | $110K | Buy |
3,327
+101
| +3% | +$3.34K | ﹤0.01% | 1912 |
|
|
2017
Q1 | $107K | Hold |
3,226
| – | – | ﹤0.01% | 1896 |
|
|
2016
Q4 | $111K | Buy |
3,226
+187
| +6% | +$6.43K | ﹤0.01% | 1786 |
|
|
2016
Q3 | $81K | Buy |
3,039
+1,441
| +90% | +$38.4K | ﹤0.01% | 1973 |
|
|
2016
Q2 | $39K | Buy |
1,598
+110
| +7% | +$2.69K | ﹤0.01% | 2306 |
|
|
2016
Q1 | $34K | Sell |
1,488
-8,010
| -84% | -$183K | ﹤0.01% | 2363 |
|
|
2015
Q4 | $226K | Buy |
9,498
+7,910
| +498% | +$188K | ﹤0.01% | 1124 |
|
|
2015
Q3 | $36K | Buy |
+1,588
| New | +$36K | ﹤0.01% | 2291 |
|
|
2015
Q2 | – | Sell |
-1,531
| Closed | -$33K | – | 2865 |
|
|
2015
Q1 | $33K | Buy |
1,531
+789
| +106% | +$17K | ﹤0.01% | 2294 |
|
|
2014
Q4 | $16K | Hold |
742
| – | – | ﹤0.01% | 2788 |
|
|
2014
Q3 | $15K | Buy |
742
+100
| +16% | +$2.02K | ﹤0.01% | 2683 |
|
|
2014
Q2 | $14K | Hold |
642
| – | – | ﹤0.01% | 2664 |
|
|
2014
Q1 | $15K | Hold |
642
| – | – | ﹤0.01% | 2525 |
|
|
2013
Q4 | $15K | Hold |
642
| – | – | ﹤0.01% | 2363 |
|
|
2013
Q3 | $13K | Hold |
642
| – | – | ﹤0.01% | 2326 |
|
|
2013
Q2 | $12K | Buy |
+642
| New | +$12K | ﹤0.01% | 2195 |
|