Greystone Investment Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,375
| Closed | -$204K | – | 48 |
|
|
2018
Q3 | $204K | Hold |
6,375
| – | – | 0.09% | 47 |
|
|
2018
Q2 | $208K | Hold |
6,375
| – | – | 0.1% | 46 |
|
|
2018
Q1 | $221K | Hold |
6,375
| – | – | 0.1% | 47 |
|
|
2017
Q4 | $218K | Sell |
6,375
-1,363
| -18% | -$46.6K | 0.1% | 49 |
|
|
2017
Q3 | $260K | Hold |
7,738
| – | – | 0.13% | 48 |
|
|
2017
Q2 | $257K | Sell |
7,738
-212
| -3% | -$7.04K | 0.12% | 46 |
|
|
2017
Q1 | $263K | Hold |
7,950
| – | – | 0.13% | 47 |
|
|
2016
Q4 | $273K | Hold |
7,950
| – | – | 0.14% | 46 |
|
|
2016
Q3 | $212K | Buy |
+7,950
| New | +$212K | 0.11% | 51 |
|