Mission Wealth Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,029
| Closed | -$610K | – | 671 |
|
|
2024
Q1 | $610K | Hold |
21,029
| – | – | 0.02% | 368 |
|
|
2023
Q4 | $693K | Hold |
21,029
| – | – | 0.02% | 291 |
|
|
2023
Q3 | $539K | Hold |
21,029
| – | – | 0.02% | 312 |
|
|
2023
Q2 | $558K | Hold |
21,029
| – | – | 0.02% | 311 |
|
|
2023
Q1 | $633K | Hold |
21,029
| – | – | 0.03% | 284 |
|
|
2022
Q4 | $706K | Hold |
21,029
| – | – | 0.03% | 254 |
|
|
2022
Q3 | $630K | Hold |
21,029
| – | – | 0.03% | 250 |
|
|
2022
Q2 | $631K | Hold |
21,029
| – | – | 0.03% | 257 |
|
|
2022
Q1 | $690K | Hold |
21,029
| – | – | 0.03% | 251 |
|
|
2021
Q4 | $702K | Hold |
21,029
| – | – | 0.03% | 231 |
|
|
2021
Q3 | $722K | Buy |
+21,029
| New | +$722K | 0.04% | 215 |
|