JP Morgan Private Wealth Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $885K | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $424K | Buy |
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|
2019
Q4 | $500K | Buy |
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|
2019
Q3 | $427K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $409K | Buy |
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|
2018
Q3 | $453K | Buy |
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|
2018
Q2 | $376K | Buy |
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|
2018
Q1 | $387K | Buy |
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|
2017
Q4 | $295K | Buy |
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|
2017
Q3 | $270K | Buy |
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|
2017
Q2 | $265K | Buy |
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|
2017
Q1 | $262K | Buy |
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|
2016
Q4 | $269K | Buy |
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|
2016
Q3 | $201K | Buy |
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