Wellington Management Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-18,844
| Closed | -$506K | – | 2001 |
|
|
2020
Q2 | $506K | Buy |
+18,844
| New | +$506K | ﹤0.01% | 1647 |
|
|
2016
Q3 | – | Sell |
-16,484
| Closed | -$400K | – | 2222 |
|
|
2016
Q2 | $400K | Hold |
16,484
| – | – | ﹤0.01% | 1944 |
|
|
2016
Q1 | $373K | Sell |
16,484
-10,331
| -39% | -$234K | ﹤0.01% | 1992 |
|
|
2015
Q4 | $639K | Buy |
+26,815
| New | +$639K | ﹤0.01% | 1918 |
|