Investors Asset Management of Georgia’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,885
| Closed | -$237K | – | 170 |
|
|
2023
Q1 | $237K | Buy |
7,885
+10
| +0.1% | +$301 | 0.13% | 145 |
|
|
2022
Q4 | $264K | Buy |
7,875
+9
| +0.1% | +$302 | 0.14% | 143 |
|
|
2022
Q3 | $236K | Buy |
7,866
+2,409
| +44% | +$72.3K | 0.12% | 153 |
|
|
2022
Q2 | $164K | Sell |
5,457
-693
| -11% | -$20.8K | 0.09% | 164 |
|
|
2022
Q1 | $202K | Buy |
+6,150
| New | +$202K | 0.1% | 163 |
|