KeyBank National Association’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,595
| Closed | -$205K | – | 1006 |
|
|
2019
Q4 | $205K | Sell |
5,595
-425
| -7% | -$15.6K | ﹤0.01% | 965 |
|
|
2019
Q3 | $223K | Buy |
+6,020
| New | +$223K | ﹤0.01% | 915 |
|
|
2015
Q4 | – | Sell |
-13,256
| Closed | -$302K | – | 1174 |
|
|
2015
Q3 | $302K | Hold |
13,256
| – | – | ﹤0.01% | 939 |
|
|
2015
Q2 | $310K | Hold |
13,256
| – | – | ﹤0.01% | 994 |
|
|
2015
Q1 | $289K | Hold |
13,256
| – | – | ﹤0.01% | 1026 |
|
|
2014
Q4 | $294K | Hold |
13,256
| – | – | ﹤0.01% | 1040 |
|
|
2014
Q3 | $270K | Buy |
13,256
+2,540
| +24% | +$51.7K | ﹤0.01% | 1081 |
|
|
2014
Q2 | $240K | Sell |
10,716
-1,869
| -15% | -$41.9K | ﹤0.01% | 1152 |
|
|
2014
Q1 | $293K | Buy |
12,585
+1,577
| +14% | +$36.7K | ﹤0.01% | 1094 |
|
|
2013
Q4 | $256K | Sell |
11,008
-1,676
| -13% | -$39K | ﹤0.01% | 1128 |
|
|
2013
Q3 | $262K | Buy |
+12,684
| New | +$262K | ﹤0.01% | 1097 |
|