Diversified Trust’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,704
| Closed | -$221K | – | 937 |
|
|
2023
Q4 | $221K | Buy |
+6,704
| New | +$221K | 0.01% | 756 |
|
|
2022
Q2 | – | Sell |
-8,347
| Closed | -$274K | – | 866 |
|
|
2022
Q1 | $274K | Sell |
8,347
-1,001
| -11% | -$32.9K | 0.01% | 654 |
|
|
2021
Q4 | $312K | Buy |
+9,348
| New | +$312K | 0.01% | 622 |
|