Janney Montgomery Scott’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 |
-9,866
| Closed | -$297K | – | 2746 |
|
|
2023
Q1 | $297K | Sell |
9,866
-2,041
| -17% | -$61.4K | ﹤0.01% | 2060 |
|
|
2022
Q4 | $399K | Sell |
11,907
-108
| -0.9% | -$3.62K | ﹤0.01% | 1921 |
|
|
2022
Q3 | $360K | Sell |
12,015
-4
| -0% | -$120 | ﹤0.01% | 1894 |
|
|
2022
Q2 | $361K | Sell |
12,019
-676
| -5% | -$20.3K | ﹤0.01% | 1805 |
|
|
2022
Q1 | $417K | Sell |
12,695
-1,384
| -10% | -$45.5K | ﹤0.01% | 1730 |
|
|
2021
Q4 | $470K | Sell |
14,079
-12
| -0.1% | -$401 | ﹤0.01% | 1760 |
|
|
2021
Q3 | $483K | Sell |
14,091
-2,165
| -13% | -$74.2K | ﹤0.01% | 1680 |
|
|
2021
Q2 | $517K | Buy |
16,256
+413
| +3% | +$13.1K | ﹤0.01% | 1613 |
|
|
2021
Q1 | $488K | Sell |
15,843
-4,639
| -23% | -$143K | ﹤0.01% | 1575 |
|
|
2020
Q4 | $527K | Sell |
20,482
-5,077
| -20% | -$131K | ﹤0.01% | 1542 |
|
|
2020
Q3 | $533K | Sell |
25,559
-1,684
| -6% | -$35.1K | ﹤0.01% | 1390 |
|
|
2020
Q2 | $731K | Sell |
27,243
-2,406
| -8% | -$64.6K | ﹤0.01% | 1197 |
|
|
2020
Q1 | $770K | Sell |
29,649
-3,116
| -10% | -$80.9K | 0.01% | 1041 |
|
|
2019
Q4 | $1.2M | Sell |
32,765
-603
| -2% | -$22.1K | 0.01% | 991 |
|
|
2019
Q3 | $1.23M | Sell |
33,368
-1,386
| -4% | -$51.3K | 0.01% | 946 |
|
|
2019
Q2 | $1.21M | Buy |
34,754
+519
| +2% | +$18.1K | 0.01% | 953 |
|
|
2019
Q1 | $989K | Buy |
34,235
+1,455
| +4% | +$42K | 0.01% | 1034 |
|
|
2018
Q4 | $876K | Buy |
32,780
+4,986
| +18% | +$133K | 0.01% | 999 |
|
|
2018
Q3 | $889K | Buy |
27,794
+1,537
| +6% | +$49.2K | 0.01% | 1103 |
|
|
2018
Q2 | $859K | Sell |
26,257
-12,784
| -33% | -$418K | 0.01% | 1065 |
|
|
2018
Q1 | $1.35M | Buy |
39,041
+5,171
| +15% | +$179K | 0.01% | 832 |
|
|
2017
Q4 | $1.16M | Buy |
+33,870
| New | +$1.16M | 0.01% | 884 |
|