Envestnet Portfolio Solutions’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
13,846
+470
| +4% | +$13.8K | ﹤0.01% | 1197 |
|
|
2025
Q1 | $382K | Sell |
13,376
-3,414
| -20% | -$97.6K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $541K | Buy |
16,790
+1,187
| +8% | +$38.3K | ﹤0.01% | 1210 |
|
|
2024
Q3 | $544K | Buy |
15,603
+1,940
| +14% | +$67.6K | ﹤0.01% | 1154 |
|
|
2024
Q2 | $390K | Buy |
13,663
+2,273
| +20% | +$65K | ﹤0.01% | 1237 |
|
|
2024
Q1 | $331K | Buy |
+11,390
| New | +$331K | ﹤0.01% | 1307 |
|