Sowell Financial Services’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-933
| Closed | -$31K | – | 2716 |
|
|
2021
Q1 | $31K | Hold |
933
| – | – | ﹤0.01% | 1859 |
|
|
2020
Q4 | $24K | Buy |
933
+2
| +0.2% | +$51 | ﹤0.01% | 1665 |
|
|
2020
Q3 | $19K | Buy |
931
+1
| +0.1% | +$20 | ﹤0.01% | 1589 |
|
|
2020
Q2 | $25K | Buy |
930
+2
| +0.2% | +$54 | ﹤0.01% | 1397 |
|
|
2020
Q1 | $24K | Sell |
928
-24
| -3% | -$621 | ﹤0.01% | 1334 |
|
|
2019
Q4 | $35K | Buy |
952
+24
| +3% | +$882 | ﹤0.01% | 1274 |
|
|
2019
Q3 | $34K | Buy |
+928
| New | +$34K | ﹤0.01% | 1114 |
|