Jackson Creek Investment Advisors’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 |
-26,963
| Closed | -$812K | – | 369 |
|
2023
Q1 | $812K | Sell |
26,963
-13
| -0% | -$391 | 0.34% | 157 |
|
2022
Q4 | $905K | Sell |
26,976
-1,052
| -4% | -$35.3K | 0.4% | 92 |
|
2022
Q3 | $840K | Sell |
28,028
-1,829
| -6% | -$54.8K | 0.39% | 110 |
|
2022
Q2 | $1.02M | Sell |
29,857
-2,444
| -8% | -$83.4K | 0.41% | 91 |
|
2022
Q1 | $1.06M | Buy |
32,301
+2,032
| +7% | +$66.7K | 0.39% | 123 |
|
2021
Q4 | $1.01M | Buy |
+30,269
| New | +$1.01M | 0.36% | 147 |
|