LS Investment Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,052
| Closed | -$109K | – | 1459 |
|
|
2020
Q2 | $109K | Hold |
4,052
| – | – | 0.01% | 955 |
|
|
2020
Q1 | $105K | Hold |
4,052
| – | – | 0.01% | 876 |
|
|
2019
Q4 | $149K | Sell |
4,052
-87
| -2% | -$3.2K | 0.01% | 941 |
|
|
2019
Q3 | $153K | Buy |
4,139
+97
| +2% | +$3.59K | 0.01% | 899 |
|
|
2019
Q2 | $141K | Sell |
4,042
-332
| -8% | -$11.6K | 0.01% | 939 |
|
|
2019
Q1 | $126K | Sell |
4,374
-195
| -4% | -$5.62K | 0.01% | 992 |
|
|
2018
Q4 | $122K | Sell |
4,569
-25
| -0.5% | -$668 | 0.01% | 965 |
|
|
2018
Q3 | $147K | Sell |
4,594
-361
| -7% | -$11.6K | 0.01% | 984 |
|
|
2018
Q2 | $162K | Hold |
4,955
| – | – | 0.01% | 967 |
|
|
2018
Q1 | $171K | Sell |
4,955
-823
| -14% | -$28.4K | 0.01% | 925 |
|
|
2017
Q4 | $198K | Sell |
5,778
-3,073
| -35% | -$105K | 0.01% | 906 |
|
|
2017
Q3 | $298K | Buy |
8,851
+353
| +4% | +$11.9K | 0.02% | 766 |
|
|
2017
Q2 | $282K | Buy |
8,498
+1,232
| +17% | +$40.9K | 0.02% | 764 |
|
|
2017
Q1 | $241K | Buy |
7,266
+1,095
| +18% | +$36.3K | 0.02% | 765 |
|
|
2016
Q4 | $212K | Buy |
6,171
+433
| +8% | +$14.9K | 0.01% | 785 |
|
|
2016
Q3 | $153K | Buy |
5,738
+312
| +6% | +$8.32K | 0.01% | 879 |
|
|
2016
Q2 | $132K | Buy |
5,426
+2,339
| +76% | +$56.9K | 0.01% | 916 |
|
|
2016
Q1 | $70K | Hold |
3,087
| – | – | 0.01% | 1021 |
|
|
2015
Q4 | $74K | Hold |
3,087
| – | – | 0.01% | 987 |
|
|
2015
Q3 | $70K | Hold |
3,087
| – | – | 0.01% | 1002 |
|
|
2015
Q2 | $72K | Buy |
+3,087
| New | +$72K | 0.01% | 1021 |
|