Madison Wealth Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,375
| Closed | -$214K | – | 160 |
|
|
2022
Q4 | $214K | Buy |
+6,375
| New | +$214K | 0.05% | 150 |
|
|
2022
Q2 | – | Sell |
-6,375
| Closed | -$209K | – | 163 |
|
|
2022
Q1 | $209K | Hold |
6,375
| – | – | 0.04% | 146 |
|
|
2021
Q4 | $213K | Hold |
6,375
| – | – | 0.04% | 147 |
|
|
2021
Q3 | $219K | Hold |
6,375
| – | – | 0.05% | 144 |
|
|
2021
Q2 | $203K | Buy |
+6,375
| New | +$203K | 0.04% | 142 |
|
|
2020
Q1 | – | Sell |
-6,375
| Closed | -$234K | – | 147 |
|
|
2019
Q4 | $234K | Buy |
+6,375
| New | +$234K | 0.07% | 134 |
|