M Holdings Securities’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,364
| Closed | -$467K | – | 172 |
|
|
2019
Q2 | $467K | Sell |
13,364
-77
| -0.6% | -$2.69K | 0.16% | 137 |
|
|
2019
Q1 | $388K | Buy |
13,441
+154
| +1% | +$4.45K | 0.09% | 240 |
|
|
2018
Q4 | $355K | Sell |
13,287
-1,614
| -11% | -$43.1K | 0.11% | 219 |
|
|
2018
Q3 | $477K | Sell |
14,901
-67
| -0.4% | -$2.15K | 0.13% | 201 |
|
|
2018
Q2 | $489K | Sell |
14,968
-82
| -0.5% | -$2.68K | 0.13% | 189 |
|
|
2018
Q1 | $521K | Buy |
15,050
+295
| +2% | +$10.2K | 0.16% | 176 |
|
|
2017
Q4 | $505K | Sell |
14,755
-206
| -1% | -$7.05K | 0.15% | 177 |
|
|
2017
Q3 | $503K | Sell |
14,961
-143
| -0.9% | -$4.81K | 0.16% | 177 |
|
|
2017
Q2 | $501K | Buy |
15,104
+1,706
| +13% | +$56.6K | 0.17% | 165 |
|
|
2017
Q1 | $443K | Buy |
13,398
+82
| +0.6% | +$2.71K | 0.17% | 156 |
|
|
2016
Q4 | $457K | Sell |
13,316
-4
| -0% | -$137 | 0.16% | 149 |
|
|
2016
Q3 | $355K | Buy |
13,320
+81
| +0.6% | +$2.16K | 0.16% | 171 |
|
|
2016
Q2 | $321K | Sell |
13,239
-485
| -4% | -$11.8K | 0.16% | 160 |
|
|
2016
Q1 | $311K | Sell |
13,724
-795
| -5% | -$18K | 0.19% | 148 |
|
|
2015
Q4 | $346K | Sell |
14,519
-15
| -0.1% | -$357 | 0.23% | 132 |
|
|
2015
Q3 | $331K | Sell |
14,534
-790
| -5% | -$18K | 0.24% | 126 |
|
|
2015
Q2 | $358K | Hold |
15,324
| – | – | 0.24% | 122 |
|
|
2015
Q1 | $334K | Sell |
15,324
-137
| -0.9% | -$2.99K | 0.22% | 130 |
|
|
2014
Q4 | $342K | Buy |
+15,461
| New | +$342K | 0.22% | 126 |
|