Avantax Planning Partners’s WaFd WAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,015
Closed -$160K 1180
2018
Q3
$160K Buy
+5,015
New +$160K 0.01% 264
2018
Q2
Sell
-5,016
Closed -$174K 1461
2018
Q1
$174K Buy
+5,016
New +$174K 0.01% 318