Magnus Financial Group’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 |
-12,925
| Closed | -$347K | – | 631 |
|
|
2020
Q2 | $347K | Hold |
12,925
| – | – | 0.04% | 287 |
|
|
2020
Q1 | $336K | Buy |
12,925
+449
| +4% | +$11.7K | 0.05% | 236 |
|
|
2019
Q4 | $457K | Hold |
12,476
| – | – | 0.07% | 164 |
|
|
2019
Q3 | $461K | Hold |
12,476
| – | – | 0.09% | 129 |
|
|
2019
Q2 | $436K | Hold |
12,476
| – | – | 0.08% | 134 |
|
|
2019
Q1 | $360K | Hold |
12,476
| – | – | 0.07% | 177 |
|
|
2018
Q4 | $333K | Buy |
+12,476
| New | +$333K | 0.09% | 155 |
|