Shelton Capital Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,503
| Closed | -$204K | – | 871 |
|
|
2019
Q3 | $204K | Buy |
+5,503
| New | +$204K | 0.01% | 740 |
|
|
2018
Q3 | – | Sell |
-6,164
| Closed | -$202K | – | 940 |
|
|
2018
Q2 | $202K | Hold |
6,164
| – | – | 0.01% | 809 |
|
|
2018
Q1 | $213K | Sell |
6,164
-617
| -9% | -$21.3K | 0.01% | 749 |
|
|
2017
Q4 | $232K | Hold |
6,781
| – | – | 0.01% | 739 |
|
|
2017
Q3 | $228K | Hold |
6,781
| – | – | 0.02% | 720 |
|
|
2017
Q2 | $225K | Hold |
6,781
| – | – | 0.02% | 756 |
|
|
2017
Q1 | $224K | Sell |
6,781
-3,478
| -34% | -$115K | 0.02% | 744 |
|
|
2016
Q4 | $352K | Hold |
10,259
| – | – | 0.03% | 537 |
|
|
2016
Q3 | $274K | Hold |
10,259
| – | – | 0.02% | 608 |
|
|
2016
Q2 | $249K | Hold |
10,259
| – | – | 0.02% | 620 |
|
|
2016
Q1 | $232K | Hold |
10,259
| – | – | 0.02% | 649 |
|
|
2015
Q4 | $244K | Hold |
10,259
| – | – | 0.02% | 625 |
|
|
2015
Q3 | $233K | Hold |
10,259
| – | – | 0.03% | 635 |
|
|
2015
Q2 | $240K | Hold |
10,259
| – | – | 0.02% | 666 |
|
|
2015
Q1 | $224K | Hold |
10,259
| – | – | 0.02% | 719 |
|
|
2014
Q4 | $227K | Sell |
10,259
-1,070
| -9% | -$23.7K | 0.03% | 706 |
|
|
2014
Q3 | $231K | Hold |
11,329
| – | – | 0.03% | 660 |
|
|
2014
Q2 | $254K | Hold |
11,329
| – | – | 0.04% | 639 |
|
|
2014
Q1 | $264K | Hold |
11,329
| – | – | 0.04% | 593 |
|
|
2013
Q4 | $264K | Sell |
11,329
-781
| -6% | -$18.2K | 0.04% | 574 |
|
|
2013
Q3 | $250K | Hold |
12,110
| – | – | 0.04% | 545 |
|
|
2013
Q2 | $229K | Buy |
+12,110
| New | +$229K | 0.04% | 550 |
|