HighTower Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,777
| Closed | -$237K | – | 3660 |
|
|
2024
Q3 | $237K | Buy |
+6,777
| New | +$237K | ﹤0.01% | 2995 |
|
|
2023
Q3 | – | Sell |
-7,482
| Closed | -$201K | – | 3466 |
|
|
2023
Q2 | $201K | Sell |
7,482
-310
| -4% | -$8.33K | ﹤0.01% | 2853 |
|
|
2023
Q1 | $234K | Buy |
+7,792
| New | +$234K | ﹤0.01% | 2626 |
|
|
2022
Q4 | – | Sell |
-36,485
| Closed | -$1.09M | – | 3245 |
|
|
2022
Q3 | $1.09M | Buy |
+36,485
| New | +$1.09M | ﹤0.01% | 1553 |
|
|
2021
Q4 | – | Sell |
-9,022
| Closed | -$311K | – | 3164 |
|
|
2021
Q3 | $311K | Buy |
+9,022
| New | +$311K | ﹤0.01% | 2381 |
|