AC
AlphaCore Capital’s WaFd WAFD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $983K | Buy |
33,571
+16,780
| +100% | +$491K | 0.04% | 260 |
|
2025
Q1 | $480K | Buy |
16,791
+26
| +0.2% | +$743 | 0.04% | 270 |
|
2024
Q4 | $541K | Sell |
16,765
-16,765
| -50% | -$541K | 0.12% | 112 |
|
2024
Q3 | $1.17M | Buy |
+33,530
| New | +$1.17M | 0.26% | 68 |
|