Accel Wealth Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-206
| Closed | -$6.21K | – | 866 |
|
|
2023
Q1 | $6.21K | Buy |
206
+2
| +1% | +$60 | ﹤0.01% | 983 |
|
|
2022
Q4 | $6.86K | Sell |
204
-399
| -66% | -$13.4K | ﹤0.01% | 776 |
|
|
2022
Q3 | $19K | Buy |
603
+2
| +0.3% | +$63 | 0.01% | 577 |
|
|
2022
Q2 | $19K | Buy |
601
+1
| +0.2% | +$32 | 0.01% | 561 |
|
|
2022
Q1 | $20K | Buy |
+600
| New | +$20K | 0.01% | 566 |
|