KMS Financial Services’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $207K | Sell |
10,156
-251
| -2% | -$5.12K | 0.03% | 479 |
|
|
2014
Q2 | $233K | Buy |
10,407
+2
| +0% | +$45 | 0.03% | 455 |
|
|
2014
Q1 | $242K | Buy |
10,405
+2
| +0% | +$47 | 0.04% | 434 |
|
|
2013
Q4 | $242K | Buy |
10,403
+718
| +7% | +$16.7K | 0.04% | 426 |
|
|
2013
Q3 | $200K | Buy |
+9,685
| New | +$200K | 0.05% | 397 |
|