J.P. Morgan Private Wealth Advisors’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $362K | Sell |
14,114
-1,641
| -10% | -$42K | ﹤0.01% | 1383 |
|
|
2023
Q2 | $418K | Sell |
15,755
-24,126
| -60% | -$640K | ﹤0.01% | 1105 |
|
|
2023
Q1 | $1.2M | Sell |
39,881
-2,076
| -5% | -$62.5K | ﹤0.01% | 1086 |
|
|
2022
Q4 | $1.41M | Sell |
41,957
-1,141
| -3% | -$38.3K | ﹤0.01% | 981 |
|
|
2022
Q3 | $1.29M | Sell |
43,098
-2,102
| -5% | -$63K | ﹤0.01% | 1021 |
|
|
2022
Q2 | $1.36M | Buy |
45,200
+261
| +0.6% | +$7.84K | ﹤0.01% | 990 |
|
|
2022
Q1 | $1.48M | Sell |
44,939
-1,524
| -3% | -$50K | ﹤0.01% | 1031 |
|
|
2021
Q4 | $1.55M | Sell |
46,463
-11,523
| -20% | -$385K | ﹤0.01% | 1027 |
|
|
2021
Q3 | $1.99M | Sell |
57,986
-6,029
| -9% | -$207K | ﹤0.01% | 902 |
|
|
2021
Q2 | $2.03M | Buy |
64,015
+6,382
| +11% | +$203K | 0.01% | 873 |
|
|
2021
Q1 | $1.78M | Buy |
57,633
+11,051
| +24% | +$340K | 0.01% | 811 |
|
|
2020
Q4 | $1.2M | Buy |
46,582
+4,170
| +10% | +$107K | ﹤0.01% | 935 |
|
|
2020
Q3 | $885K | Sell |
42,412
-1,969
| -4% | -$41.1K | ﹤0.01% | 932 |
|
|
2020
Q2 | $1.19M | Buy |
44,381
+28,029
| +171% | +$752K | 0.01% | 749 |
|
|
2020
Q1 | $424K | Buy |
16,352
+2,714
| +20% | +$70.4K | ﹤0.01% | 994 |
|
|
2019
Q4 | $500K | Buy |
13,638
+2,093
| +18% | +$76.7K | ﹤0.01% | 1055 |
|
|
2019
Q3 | $427K | Buy |
+11,545
| New | +$427K | ﹤0.01% | 1051 |
|
|
2019
Q1 | – | Sell |
-15,329
| Closed | -$409K | – | 1517 |
|
|
2018
Q4 | $409K | Buy |
15,329
+1,157
| +8% | +$30.9K | ﹤0.01% | 1044 |
|
|
2018
Q3 | $453K | Buy |
14,172
+2,668
| +23% | +$85.3K | ﹤0.01% | 1104 |
|
|
2018
Q2 | $376K | Buy |
11,504
+322
| +3% | +$10.5K | ﹤0.01% | 1118 |
|
|
2018
Q1 | $387K | Buy |
11,182
+2,564
| +30% | +$88.7K | ﹤0.01% | 956 |
|
|
2017
Q4 | $295K | Buy |
8,618
+608
| +8% | +$20.8K | ﹤0.01% | 1064 |
|
|
2017
Q3 | $270K | Buy |
8,010
+33
| +0.4% | +$1.11K | ﹤0.01% | 1053 |
|
|
2017
Q2 | $265K | Buy |
7,977
+79
| +1% | +$2.62K | ﹤0.01% | 1059 |
|
|
2017
Q1 | $262K | Buy |
7,898
+81
| +1% | +$2.69K | ﹤0.01% | 1128 |
|
|
2016
Q4 | $269K | Buy |
7,817
+269
| +4% | +$9.26K | ﹤0.01% | 1050 |
|
|
2016
Q3 | $201K | Buy |
+7,548
| New | +$201K | ﹤0.01% | 1144 |
|