New York Life Investment Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,995
| Closed | -$377K | – | 1324 |
|
|
2024
Q1 | $377K | Buy |
12,995
+1,441
| +12% | +$41.8K | ﹤0.01% | 868 |
|
|
2023
Q4 | $381K | Sell |
11,554
-267
| -2% | -$8.8K | ﹤0.01% | 1038 |
|
|
2023
Q3 | $303K | Sell |
11,821
-1,862
| -14% | -$47.7K | ﹤0.01% | 1144 |
|
|
2023
Q2 | $363K | Sell |
13,683
-1,908
| -12% | -$50.6K | ﹤0.01% | 1131 |
|
|
2023
Q1 | $470K | Sell |
15,591
-1,694
| -10% | -$51K | 0.01% | 1083 |
|
|
2022
Q4 | $580K | Buy |
17,285
+1,950
| +13% | +$65.4K | 0.01% | 795 |
|
|
2022
Q3 | $460K | Buy |
15,335
+1,126
| +8% | +$33.8K | 0.01% | 813 |
|
|
2022
Q2 | $427K | Buy |
+14,209
| New | +$427K | 0.01% | 872 |
|