Evergreen Capital Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,993
| Closed | -$384K | – | 470 |
|
|
2019
Q2 | $384K | Sell |
10,993
-497
| -4% | -$17.4K | 0.04% | 261 |
|
|
2019
Q1 | $332K | Buy |
11,490
+1,708
| +17% | +$49.4K | 0.03% | 264 |
|
|
2018
Q4 | $261K | Buy |
9,782
+338
| +4% | +$9.02K | 0.03% | 298 |
|
|
2018
Q3 | $302K | Buy |
9,444
+3
| +0% | +$96 | 0.03% | 287 |
|
|
2018
Q2 | $309K | Sell |
9,441
-836
| -8% | -$27.4K | 0.03% | 265 |
|
|
2018
Q1 | $356K | Buy |
10,277
+1,945
| +23% | +$67.4K | 0.03% | 228 |
|
|
2017
Q4 | $286K | Buy |
+8,332
| New | +$286K | 0.03% | 196 |
|
|
2014
Q2 | – | Sell |
-9,826
| Closed | -$229K | – | 106 |
|
|
2014
Q1 | $229K | Hold |
9,826
| – | – | 0.05% | 93 |
|
|
2013
Q4 | $229K | Sell |
9,826
-2,000
| -17% | -$46.6K | 0.04% | 100 |
|
|
2013
Q3 | $245K | Hold |
11,826
| – | – | 0.04% | 113 |
|
|
2013
Q2 | $223K | Buy |
+11,826
| New | +$223K | 0.03% | 115 |
|