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Affinity Investment Advisors’s WaFd WAFD Stock Holding History

Affinity Investment Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25,638
Closed -$772K – 208
2023
Q1 		$772K Buy
25,638
+163
+0.6% +$4.91K 0.41% 93
2022
Q4 		$855K Buy
+25,475
New +$855K 0.39% 89