KJWM
Kiley Juergens Wealth Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,367
| Closed | -$171K | – | 655 |
|
|
2018
Q3 | $171K | Hold |
5,367
| – | – | 0.13% | 110 |
|
|
2018
Q2 | $175K | Buy |
+5,367
| New | +$175K | 0.16% | 92 |
|
|
2018
Q1 | – | Sell |
-5,036
| Closed | -$172K | – | 605 |
|
|
2017
Q4 | $172K | Buy |
+5,036
| New | +$172K | 0.15% | 86 |
|