CIBC Private Wealth Group’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-76
| Closed | -$1.88K | – | 3326 |
|
|
2025
Q1 | $1.88K | Buy |
+76
| New | +$1.88K | ﹤0.01% | 2701 |
|
|
2018
Q3 | – | Sell |
-197
| Closed | -$6K | – | 1727 |
|
|
2018
Q2 | $6K | Hold |
197
| – | – | ﹤0.01% | 1693 |
|
|
2018
Q1 | $7K | Hold |
197
| – | – | ﹤0.01% | 1614 |
|
|
2017
Q4 | $7K | Buy |
+197
| New | +$7K | ﹤0.01% | 1634 |
|