EWM
Empirical Wealth Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,789
| Closed | -$480K | – | 606 |
|
|
2024
Q2 | $480K | Buy |
16,789
+3,054
| +22% | +$87.3K | 0.01% | 369 |
|
|
2024
Q1 | $399K | Buy |
13,735
+4,918
| +56% | +$143K | 0.01% | 379 |
|
|
2023
Q4 | $291K | Hold |
8,817
| – | – | 0.01% | 402 |
|
|
2023
Q3 | $226K | Buy |
+8,817
| New | +$226K | 0.01% | 424 |
|
|
2021
Q4 | – | Sell |
-7,653
| Closed | -$263K | – | 535 |
|
|
2021
Q3 | $263K | Buy |
+7,653
| New | +$263K | 0.02% | 395 |
|
|
2020
Q3 | – | Sell |
-34,507
| Closed | -$926K | – | 362 |
|
|
2020
Q2 | $926K | Hold |
34,507
| – | – | 0.09% | 134 |
|
|
2020
Q1 | $896K | Sell |
34,507
-1,050
| -3% | -$27.3K | 0.1% | 122 |
|
|
2019
Q4 | $1.3M | Buy |
35,557
+784
| +2% | +$28.7K | 0.14% | 101 |
|
|
2019
Q3 | $1.29M | Hold |
34,773
| – | – | 0.16% | 97 |
|
|
2019
Q2 | $1.22M | Hold |
34,773
| – | – | 0.16% | 92 |
|
|
2019
Q1 | $1.01M | Buy |
+34,773
| New | +$1.01M | 0.15% | 87 |
|