Nelson Capital Management’s WASHINGTON MUTUAL,INC WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-100
| Closed | -$12K | – | 320 |
|
|
2019
Q3 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 244 |
|
|
2015
Q3 | – | Sell |
-2,010
| Closed | -$93K | – | 272 |
|
|
2015
Q2 | $93K | Buy |
+2,010
| New | +$93K | 0.03% | 99 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$5K | – | 324 |
|
|
2014
Q3 | $5K | Sell |
100
-35
| -26% | -$1.75K | ﹤0.01% | 286 |
|
|
2014
Q2 | $6K | Sell |
135
-2,885
| -96% | -$128K | ﹤0.01% | 271 |
|
|
2014
Q1 | $127K | Buy |
3,020
+700
| +30% | +$29.4K | 0.06% | 79 |
|
|
2013
Q4 | $104K | Buy |
2,320
+2,185
| +1,619% | +$97.9K | 0.05% | 90 |
|
|
2013
Q3 | $6K | Sell |
135
-3,605
| -96% | -$160K | ﹤0.01% | 199 |
|
|
2013
Q2 | $151K | Buy |
+3,740
| New | +$151K | 0.08% | 75 |
|