AssetMark Inc’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$171 | – | 3124 |
|
|
2025
Q1 | $171 | Hold |
6
| – | – | ﹤0.01% | 2537 |
|
|
2024
Q4 | $193 | Hold |
6
| – | – | ﹤0.01% | 2482 |
|
|
2024
Q3 | $209 | Buy |
+6
| New | +$209 | ﹤0.01% | 2164 |
|
|
2018
Q1 | – | Sell |
-53
| Closed | -$2K | – | 2024 |
|
|
2017
Q4 | $2K | Buy |
53
+22
| +71% | +$830 | ﹤0.01% | 1498 |
|
|
2017
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1415 |
|
|
2016
Q1 | – | Sell |
-9
| Closed | – | – | 1425 |
|
|
2015
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1490 |
|