Watermark Asset Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $25K | Hold |
953
| – | – | 0.01% | 131 |
|
|
2018
Q3 | $30K | Hold |
953
| – | – | 0.01% | 124 |
|
|
2018
Q2 | $31K | Hold |
953
| – | – | 0.01% | 118 |
|
|
2018
Q1 | $33K | Sell |
953
-150
| -14% | -$5.19K | 0.01% | 117 |
|
|
2017
Q4 | $38K | Hold |
1,103
| – | – | 0.02% | 111 |
|
|
2017
Q3 | $37K | Hold |
1,103
| – | – | 0.02% | 111 |
|
|
2017
Q2 | $37K | Hold |
1,103
| – | – | 0.02% | 109 |
|
|
2017
Q1 | $37K | Buy |
+1,103
| New | +$37K | 0.02% | 104 |
|