InceptionR’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 |
-12,013
| Closed | -$343K | – | 867 |
|
|
2025
Q1 | $343K | Sell |
12,013
-7,901
| -40% | -$226K | 0.1% | 353 |
|
|
2024
Q4 | $642K | Buy |
+19,914
| New | +$642K | 0.14% | 278 |
|
|
2024
Q2 | – | Sell |
-22,509
| Closed | -$653K | – | 877 |
|
|
2024
Q1 | $653K | Buy |
22,509
+14,309
| +175% | +$415K | 0.17% | 235 |
|
|
2023
Q4 | $270K | Buy |
+8,200
| New | +$270K | 0.19% | 245 |
|
|
2023
Q1 | – | Sell |
-7,112
| Closed | -$239K | – | 602 |
|
|
2022
Q4 | $239K | Buy |
+7,112
| New | +$239K | 0.13% | 320 |
|