Avion Wealth’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1643 |
|
|
2025
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1376 |
|
|
2024
Q4 | – | Sell |
-19
| Closed | – | – | 1297 |
|
|
2024
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1357 |
|
|
2024
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1281 |
|
|
2024
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1113 |
|