Clearstead Advisors’s WaFd WAFD Stock Holding History

Clearstead Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$323	Buy
2021 Q2	–	Sell
2021 Q1	$20K	Hold
2020 Q4	$16K	Hold
2020 Q3	$13K	Sell
2020 Q2	$26K	Hold
2020 Q1	$25K	Buy