Ellevest Inc’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$482 | – | 1627 |
|
|
2023
Q1 | $482 | Buy |
+16
| New | +$482 | ﹤0.01% | 1681 |
|
|
2021
Q4 | – | Sell |
-57
| Closed | -$2K | – | 1682 |
|
|
2021
Q3 | $2K | Buy |
57
+7
| +14% | +$246 | ﹤0.01% | 1189 |
|
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q1 | $2K | Buy |
50
+18
| +56% | +$720 | ﹤0.01% | 1098 |
|
|
2020
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1126 |
|
|
2020
Q2 | – | Sell |
-83
| Closed | -$2K | – | 1377 |
|
|
2020
Q1 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 803 |
|