RBA
Richard Bernstein Advisors’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-89,657
| Closed | -$2.99M | – | 281 |
|
|
2021
Q4 | $2.99M | Hold |
89,657
| – | – | 0.06% | 161 |
|
|
2021
Q3 | $3.08M | Buy |
89,657
+7,527
| +9% | +$258K | 0.06% | 166 |
|
|
2021
Q2 | $2.61M | Hold |
82,130
| – | – | 0.05% | 178 |
|
|
2021
Q1 | $2.53M | Hold |
82,130
| – | – | 0.06% | 184 |
|
|
2020
Q4 | $2.11M | Buy |
+82,130
| New | +$2.11M | 0.05% | 203 |
|