USA Financial Formulas’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,669
| Closed | -$42.8K | – | 555 |
|
|
2023
Q3 | $42.8K | Hold |
1,669
| – | – | 0.06% | 206 |
|
|
2023
Q2 | $44.3K | Sell |
1,669
-93
| -5% | -$2.47K | 0.07% | 178 |
|
|
2023
Q1 | $53.1K | Buy |
+1,762
| New | +$53.1K | 0.09% | 126 |
|
|
2017
Q2 | – | Sell |
-14,073
| Closed | -$466K | – | 323 |
|
|
2017
Q1 | $466K | Sell |
14,073
-264
| -2% | -$8.74K | 0.11% | 169 |
|
|
2016
Q4 | $492K | Sell |
14,337
-2,803
| -16% | -$96.2K | 0.12% | 143 |
|
|
2016
Q3 | $457K | Sell |
17,140
-1,531
| -8% | -$40.8K | 0.12% | 151 |
|
|
2016
Q2 | $453K | Buy |
+18,671
| New | +$453K | 0.12% | 135 |
|
|
2015
Q1 | – | Sell |
-18,819
| Closed | -$417K | – | 239 |
|
|
2014
Q4 | $417K | Buy |
+18,819
| New | +$417K | 0.14% | 146 |
|