MSI Financial Services’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $58K | Hold |
1,678
| – | – | ﹤0.01% | 1792 |
|
|
2016
Q3 | $45K | Buy |
1,678
+1
| +0.1% | +$27 | ﹤0.01% | 1887 |
|
|
2016
Q2 | $41K | Hold |
1,677
| – | – | ﹤0.01% | 1923 |
|
|
2016
Q1 | $38K | Buy |
1,677
+1
| +0.1% | +$23 | ﹤0.01% | 1914 |
|
|
2015
Q4 | $40K | Buy |
1,676
+64
| +4% | +$1.53K | ﹤0.01% | 1862 |
|
|
2015
Q3 | $37K | Hold |
1,612
| – | – | ﹤0.01% | 1375 |
|
|
2015
Q2 | $38K | Hold |
1,612
| – | – | ﹤0.01% | 1464 |
|
|
2015
Q1 | $35K | Hold |
1,612
| – | – | ﹤0.01% | 1513 |
|
|
2014
Q4 | $36K | Sell |
1,612
-7,643
| -83% | -$171K | ﹤0.01% | 1228 |
|
|
2014
Q3 | $188K | Buy |
9,255
+7,603
| +460% | +$154K | 0.02% | 605 |
|
|
2014
Q2 | $37K | Hold |
1,652
| – | – | ﹤0.01% | 1227 |
|
|
2014
Q1 | $38K | Hold |
1,652
| – | – | 0.01% | 1167 |
|
|
2013
Q4 | $38K | Hold |
1,652
| – | – | 0.01% | 1122 |
|
|
2013
Q3 | $34K | Sell |
1,652
-141
| -8% | -$2.9K | 0.01% | 1012 |
|
|
2013
Q2 | $34K | Buy |
+1,793
| New | +$34K | 0.01% | 1040 |
|