Clearstead Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323 | Buy |
+11
| New | +$323 | ﹤0.01% | 2529 |
|
|
2021
Q2 | – | Sell |
-640
| Closed | -$20K | – | 1307 |
|
|
2021
Q1 | $20K | Hold |
640
| – | – | ﹤0.01% | 684 |
|
|
2020
Q4 | $16K | Hold |
640
| – | – | ﹤0.01% | 665 |
|
|
2020
Q3 | $13K | Sell |
640
-324
| -34% | -$6.58K | ﹤0.01% | 637 |
|
|
2020
Q2 | $26K | Hold |
964
| – | – | ﹤0.01% | 505 |
|
|
2020
Q1 | $25K | Buy |
+964
| New | +$25K | ﹤0.01% | 484 |
|