Stevens First Principles Investment Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $100K | Hold |
|
|||||
|
2019
Q1 | $82K | Buy |
|
|||||
|
2018
Q4 | $58K | Hold |
|
|||||
|
2018
Q3 | $69K | Buy |
|
|||||
|
2018
Q2 | $61K | Hold |
|
|||||
|
2018
Q1 | $64K | Hold |
|
|||||
|
2017
Q4 | $64K | Hold |
|
|||||
|
2017
Q3 | $62K | Hold |
|
|||||
|
2017
Q2 | $62K | Hold |
|
|||||
|
2017
Q1 | $61K | Hold |
|
|||||
|
2016
Q4 | $64K | Hold |
|
|||||
|
2016
Q3 | $49K | Hold |
|
|||||
|
2016
Q2 | $45K | Sell |
|
|||||
|
2016
Q1 | $43K | Hold |
|
|||||
|
2015
Q4 | $45K | Sell |
|
|||||
|
2015
Q3 | $56K | Hold |
|
|||||
|
2015
Q2 | $57K | Buy |
|
|||||
|
2015
Q1 | $47K | Hold |
|
|||||
|
2014
Q4 | $48K | Buy |
|