Cerity Partners’s WaFd WAFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,847	Closed	-$308K	–	2612
2024 Q3	$308K	Sell	8,847 -1,159	-12%	-$40.4K	﹤0.01%	2044
2024 Q2	$286K	Buy	+10,006	New	+$286K	﹤0.01%	1843