Seizert Capital Partners’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-97,316
| Closed | -$2.92M | – | 203 |
|
|
2022
Q3 | $2.92M | Hold |
97,316
| – | – | 0.16% | 105 |
|
|
2022
Q2 | $2.92M | Sell |
97,316
-130
| -0.1% | -$3.9K | 0.15% | 98 |
|
|
2022
Q1 | $3.2M | Buy |
97,446
+78
| +0.1% | +$2.56K | 0.15% | 94 |
|
|
2021
Q4 | $3.25M | Buy |
97,368
+31,569
| +48% | +$1.05M | 0.15% | 101 |
|
|
2021
Q3 | $2.26M | Buy |
65,799
+4,771
| +8% | +$164K | 0.1% | 109 |
|
|
2021
Q2 | $1.94M | Buy |
61,028
+8,641
| +16% | +$275K | 0.09% | 114 |
|
|
2021
Q1 | $1.61M | Buy |
52,387
+9,137
| +21% | +$282K | 0.08% | 120 |
|
|
2020
Q4 | $1.11M | Sell |
43,250
-2,773
| -6% | -$71.4K | 0.06% | 125 |
|
|
2020
Q3 | $960K | Sell |
46,023
-4,867
| -10% | -$102K | 0.06% | 120 |
|
|
2020
Q2 | $1.37M | Sell |
50,890
-8,451
| -14% | -$227K | 0.09% | 95 |
|
|
2020
Q1 | $1.54M | Buy |
+59,341
| New | +$1.54M | 0.11% | 82 |
|