Emerald Mutual Fund Advisers Trust’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,022
| Closed | -$363K | – | 258 |
|
|
2023
Q4 | $363K | Hold |
11,022
| – | – | 0.02% | 190 |
|
|
2023
Q3 | $282K | Hold |
11,022
| – | – | 0.02% | 191 |
|
|
2023
Q2 | $292K | Sell |
11,022
-9,400
| -46% | -$249K | 0.02% | 195 |
|
|
2023
Q1 | $615K | Buy |
20,422
+13,747
| +206% | +$414K | 0.04% | 189 |
|
|
2022
Q4 | $224K | Buy |
+6,675
| New | +$224K | 0.01% | 170 |
|