Allworth Financial’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$121 | – | 3395 |
|
|
2023
Q1 | $121 | Hold |
4
| – | – | ﹤0.01% | 3086 |
|
|
2022
Q4 | $134 | Hold |
4
| – | – | ﹤0.01% | 2882 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3141 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | – | – | 2855 |
|
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2408 |
|