Edgestream Partners’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,551
| Closed | -$330K | – | 1083 |
|
|
2025
Q1 | $330K | Buy |
+11,551
| New | +$330K | 0.01% | 742 |
|
|
2024
Q3 | – | Sell |
-76,155
| Closed | -$2.18M | – | 1100 |
|
|
2024
Q2 | $2.18M | Sell |
76,155
-26,422
| -26% | -$755K | 0.1% | 303 |
|
|
2024
Q1 | $2.98M | Buy |
102,577
+79,942
| +353% | +$2.32M | 0.15% | 236 |
|
|
2023
Q4 | $746K | Buy |
+22,635
| New | +$746K | 0.05% | 511 |
|