Yorktown Management & Research Company’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,800
| Closed | -$255K | – | 374 |
|
|
2018
Q2 | $255K | Hold |
7,800
| – | – | 0.07% | 309 |
|
|
2018
Q1 | $270K | Hold |
7,800
| – | – | 0.08% | 307 |
|
|
2017
Q4 | $267K | Hold |
7,800
| – | – | 0.08% | 324 |
|
|
2017
Q3 | $262K | Hold |
7,800
| – | – | 0.07% | 303 |
|
|
2017
Q2 | $259K | Hold |
7,800
| – | – | 0.08% | 217 |
|
|
2017
Q1 | $258K | Hold |
7,800
| – | – | 0.07% | 244 |
|
|
2016
Q4 | $268K | Sell |
7,800
-7,000
| -47% | -$241K | 0.07% | 198 |
|
|
2016
Q3 | $395K | Hold |
14,800
| – | – | 0.09% | 95 |
|
|
2016
Q2 | $359K | Hold |
14,800
| – | – | 0.08% | 124 |
|
|
2016
Q1 | $335K | Buy |
+14,800
| New | +$335K | 0.07% | 172 |
|