Harvest Group Wealth Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-44
| Closed | -$1K | – | 880 |
|
|
2020
Q1 | $1K | Sell |
44
-52
| -54% | -$1.18K | ﹤0.01% | 448 |
|
|
2019
Q4 | $3K | Hold |
96
| – | – | ﹤0.01% | 547 |
|
|
2019
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 505 |
|
|
2019
Q2 | $3K | Hold |
96
| – | – | ﹤0.01% | 484 |
|
|
2019
Q1 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 548 |
|