Evermay Wealth Management’s WashingtonFirst Bankshares Inc WFBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-45,461
| Closed | -$1.56M | – | 156 |
|
|
2017
Q4 | $1.56M | Hold |
45,461
| – | – | 0.57% | 18 |
|
|
2017
Q3 | $1.62M | Hold |
45,461
| – | – | 0.7% | 16 |
|
|
2017
Q2 | $1.57M | Buy |
45,461
+1,746
| +4% | +$53.9K | 0.7% | 17 |
|
|
2017
Q1 | $1.22M | Hold |
43,715
| – | – | 0.55% | 20 |
|
|
2016
Q4 | $1.27M | Sell |
43,715
-183
| -0.4% | -$4.61K | 0.62% | 17 |
|
|
2016
Q3 | $1.03M | Hold |
43,898
| – | – | 0.52% | 21 |
|
|
2016
Q2 | $903K | Hold |
43,898
| – | – | 0.47% | 23 |
|
|
2016
Q1 | $914K | Hold |
43,898
| – | – | 0.51% | 23 |
|
|
2015
Q4 | $947K | Buy |
43,898
+6,076
| +16% | +$118K | 0.56% | 19 |
|
|
2015
Q3 | $664K | Hold |
37,822
| – | – | 0.4% | 28 |
|
|
2015
Q2 | $606K | Buy |
37,822
+5,357
| +17% | +$85.6K | 0.36% | 31 |
|
|
2015
Q1 | $525K | Buy |
32,465
+2,001
| +7% | +$30K | 0.31% | 34 |
|
|
2014
Q4 | $439K | Hold |
30,464
| – | – | 0.28% | 46 |
|
|
2014
Q3 | $435K | Sell |
30,464
-93
| -0.3% | -$1.31K | 0.37% | 42 |
|
|
2014
Q2 | $413K | Buy |
30,557
+7,292
| +31% | +$99.4K | 0.36% | 41 |
|
|
2014
Q1 | $307K | Hold |
23,265
| – | – | 0.33% | 47 |
|
|
2013
Q4 | $302K | Buy |
+23,265
| New | +$289K | 0.42% | 37 |
|