Toth Financial Advisory’s WashingtonFirst Bankshares Inc WFBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,578
| Closed | -$328K | – | 479 |
|
|
2017
Q4 | $328K | Sell |
9,578
-2,582
| -21% | -$88.4K | 0.08% | 127 |
|
|
2017
Q3 | $433K | Sell |
12,160
-30
| -0.2% | -$1.07K | 0.11% | 124 |
|
|
2017
Q2 | $421K | Sell |
12,190
-7,007
| -37% | -$242K | 0.11% | 119 |
|
|
2017
Q1 | $538K | Sell |
19,197
-6,388
| -25% | -$179K | 0.14% | 113 |
|
|
2016
Q4 | $742K | Sell |
25,585
-3,003
| -11% | -$87.1K | 0.21% | 96 |
|
|
2016
Q3 | $670K | Buy |
28,588
+1,890
| +7% | +$44.3K | 0.2% | 98 |
|
|
2016
Q2 | $549K | Hold |
26,698
| – | – | 0.17% | 99 |
|
|
2016
Q1 | $556K | Hold |
26,698
| – | – | 0.18% | 91 |
|
|
2015
Q4 | $576K | Sell |
26,698
-539
| -2% | -$11.6K | 0.19% | 85 |
|
|
2015
Q3 | $478K | Hold |
27,237
| – | – | 0.18% | 85 |
|
|
2015
Q2 | $436K | Hold |
27,237
| – | – | 0.15% | 105 |
|
|
2015
Q1 | $441K | Hold |
27,237
| – | – | 0.15% | 97 |
|
|
2014
Q4 | $392K | Hold |
27,237
| – | – | 0.14% | 100 |
|
|
2014
Q3 | $389K | Sell |
27,237
-4
| -0% | -$57 | 0.15% | 95 |
|
|
2014
Q2 | $368K | Hold |
27,241
| – | – | 0.14% | 96 |
|
|
2014
Q1 | $360K | Hold |
27,241
| – | – | 0.15% | 92 |
|
|
2013
Q4 | $353K | Hold |
27,241
| – | – | 0.15% | 88 |
|
|
2013
Q3 | $321K | Hold |
27,241
| – | – | 0.15% | 90 |
|
|
2013
Q2 | $279K | Buy |
+27,241
| New | +$279K | 0.14% | 94 |
|