AWM
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Avior Wealth Management’s WaFd WAFD Stock Holding History

Avior Wealth Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$644 – 2316
2024
Q4 		$644 Hold
20
– – ﹤0.01% 2254
2024
Q3 		$697 Hold
20
– – ﹤0.01% 2128
2024
Q2 		$571 Sell
20
-15
-43% -$428 ﹤0.01% 2102
2024
Q1 		$1.02K Buy
+35
New +$1.02K ﹤0.01% 2398