Gary Goldberg Planning Services’s WaFd WAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$58K Sell
2,638
-414
-14% -$9.1K 0.02% 198
2014
Q3
$62K Buy
3,052
+45
+1% +$914 0.03% 193
2014
Q2
$67K Sell
3,007
-137
-4% -$3.05K 0.03% 187
2014
Q1
$73K Buy
3,144
+2,804
+825% +$65.1K 0.04% 177
2013
Q4
$8K Buy
+340
New +$8K ﹤0.01% 305