Creative Planning’s WashingtonFirst Bankshares Inc WFBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-93,372
| Closed | -$3.2M | – | 2047 |
|
|
2017
Q4 | $3.2M | Buy |
93,372
+1,034
| +1% | +$35.4K | 0.01% | 339 |
|
|
2017
Q3 | $3.29M | Buy |
92,338
+2,000
| +2% | +$71.2K | 0.02% | 321 |
|
|
2017
Q2 | $3.12M | Buy |
90,338
+3,275
| +4% | +$113K | 0.02% | 316 |
|
|
2017
Q1 | $2.44M | Hold |
87,063
| – | – | 0.01% | 363 |
|
|
2016
Q4 | $2.52M | Sell |
87,063
-4,301
| -5% | -$125K | 0.02% | 338 |
|
|
2016
Q3 | $2.14M | Sell |
91,364
-8,803
| -9% | -$206K | 0.01% | 358 |
|
|
2016
Q2 | $2.06M | Buy |
100,167
+4,026
| +4% | +$82.9K | 0.01% | 327 |
|
|
2016
Q1 | $2M | Buy |
+96,141
| New | +$2M | 0.02% | 318 |
|