WBI Investments’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-203,662
| Closed | -$7.05M | – | 307 |
|
|
2018
Q1 | $7.05M | Buy |
203,662
+47,474
| +30% | +$1.64M | 0.36% | 59 |
|
|
2017
Q4 | $5.35M | Buy |
+156,188
| New | +$5.35M | 0.25% | 78 |
|
|
2016
Q4 | – | Sell |
-211,265
| Closed | -$5.64M | – | 406 |
|
|
2016
Q3 | $5.64M | Buy |
+211,265
| New | +$5.64M | 0.22% | 85 |
|
|
2016
Q1 | – | Sell |
-217,562
| Closed | -$5.19M | – | 234 |
|
|
2015
Q4 | $5.19M | Buy |
+217,562
| New | +$5.19M | 0.15% | 110 |
|
|
2015
Q1 | – | Sell |
-105,248
| Closed | -$2.33M | – | 271 |
|
|
2014
Q4 | $2.33M | Buy |
+105,248
| New | +$2.33M | 0.06% | 143 |
|