HIM
Hillsdale Investment Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,300
| Closed | -$551K | – | 662 |
|
|
2023
Q1 | $551K | Sell |
18,300
-5,000
| -21% | -$151K | 0.05% | 297 |
|
|
2022
Q4 | $782K | Sell |
23,300
-2,000
| -8% | -$67.1K | 0.07% | 206 |
|
|
2022
Q3 | $758K | Hold |
25,300
| – | – | 0.07% | 210 |
|
|
2022
Q2 | $760K | Sell |
25,300
-2,000
| -7% | -$60.1K | 0.06% | 231 |
|
|
2022
Q1 | $896K | Buy |
+27,300
| New | +$896K | 0.06% | 257 |
|
|
2020
Q2 | – | Sell |
-25,100
| Closed | -$652K | – | 694 |
|
|
2020
Q1 | $652K | Buy |
+25,100
| New | +$652K | 0.08% | 232 |
|