Stevens First Principles Investment Advisors’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $100K | Hold |
2,855
| – | – | 0.06% | 77 |
|
|
2019
Q1 | $82K | Buy |
2,855
+700
| +32% | +$20.1K | 0.05% | 80 |
|
|
2018
Q4 | $58K | Hold |
2,155
| – | – | 0.04% | 84 |
|
|
2018
Q3 | $69K | Buy |
2,155
+300
| +16% | +$9.61K | 0.04% | 88 |
|
|
2018
Q2 | $61K | Hold |
1,855
| – | – | 0.04% | 88 |
|
|
2018
Q1 | $64K | Hold |
1,855
| – | – | 0.04% | 95 |
|
|
2017
Q4 | $64K | Hold |
1,855
| – | – | 0.03% | 110 |
|
|
2017
Q3 | $62K | Hold |
1,855
| – | – | 0.03% | 106 |
|
|
2017
Q2 | $62K | Hold |
1,855
| – | – | 0.04% | 104 |
|
|
2017
Q1 | $61K | Hold |
1,855
| – | – | 0.04% | 101 |
|
|
2016
Q4 | $64K | Hold |
1,855
| – | – | 0.04% | 98 |
|
|
2016
Q3 | $49K | Hold |
1,855
| – | – | 0.04% | 92 |
|
|
2016
Q2 | $45K | Sell |
1,855
-45
| -2% | -$1.09K | 0.03% | 91 |
|
|
2016
Q1 | $43K | Hold |
1,900
| – | – | 0.03% | 85 |
|
|
2015
Q4 | $45K | Sell |
1,900
-560
| -23% | -$13.3K | 0.04% | 107 |
|
|
2015
Q3 | $56K | Hold |
2,460
| – | – | 0.04% | 115 |
|
|
2015
Q2 | $57K | Buy |
2,460
+295
| +14% | +$6.84K | 0.04% | 127 |
|
|
2015
Q1 | $47K | Hold |
2,165
| – | – | 0.03% | 132 |
|
|
2014
Q4 | $48K | Buy |
+2,165
| New | +$48K | 0.03% | 133 |
|