Disciplined Investments’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15
| Closed | -$398 | – | 1531 |
|
|
2023
Q2 | $398 | Hold |
15
| – | – | ﹤0.01% | 1313 |
|
|
2023
Q1 | $452 | Sell |
15
-4
| -21% | -$121 | ﹤0.01% | 1261 |
|
|
2022
Q4 | $637 | Buy |
19
+3
| +19% | +$101 | ﹤0.01% | 1095 |
|
|
2022
Q3 | $0 | Sell |
16
-4
| -20% | – | ﹤0.01% | 1649 |
|
|
2022
Q2 | $1K | Buy |
20
+4
| +25% | +$200 | ﹤0.01% | 1161 |
|
|
2022
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1226 |
|