Wealthspire Advisors (Maryland)’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-107
| Closed | -$3K | – | 2061 |
|
|
2019
Q1 | $3K | Sell |
107
-310
| -74% | -$8.69K | ﹤0.01% | 2065 |
|
|
2018
Q4 | $11K | Sell |
417
-81
| -16% | -$2.14K | ﹤0.01% | 1437 |
|
|
2018
Q3 | $16K | Hold |
498
| – | – | ﹤0.01% | 1391 |
|
|
2018
Q2 | $16K | Buy |
498
+87
| +21% | +$2.8K | ﹤0.01% | 1400 |
|
|
2018
Q1 | $14K | Sell |
411
-140
| -25% | -$4.77K | ﹤0.01% | 1437 |
|
|
2017
Q4 | $19K | Buy |
551
+53
| +11% | +$1.83K | ﹤0.01% | 1354 |
|
|
2017
Q3 | $17K | Sell |
498
-11
| -2% | -$376 | ﹤0.01% | 1367 |
|
|
2017
Q2 | $17K | Buy |
+509
| New | +$17K | ﹤0.01% | 1328 |
|
|
2017
Q1 | – | Sell |
-3,750
| Closed | -$129K | – | 2031 |
|
|
2016
Q4 | $129K | Sell |
3,750
-1,195
| -24% | -$41.1K | 0.02% | 497 |
|
|
2016
Q3 | $132K | Buy |
4,945
+345
| +8% | +$9.21K | 0.02% | 496 |
|
|
2016
Q2 | $112K | Hold |
4,600
| – | – | 0.02% | 510 |
|
|
2016
Q1 | $104K | Buy |
4,600
+485
| +12% | +$11K | 0.02% | 513 |
|
|
2015
Q4 | $98K | Buy |
+4,115
| New | +$98K | 0.02% | 532 |
|