MWM
Moran Wealth Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-277,225
| Closed | -$7.35M | – | 432 |
|
|
2023
Q2 | $7.35M | Sell |
277,225
-1,123
| -0.4% | -$29.8K | 0.28% | 127 |
|
|
2023
Q1 | $8.38M | Sell |
278,348
-37,160
| -12% | -$1.12M | 0.32% | 113 |
|
|
2022
Q4 | $10.6M | Buy |
+315,508
| New | +$10.6M | 0.4% | 82 |
|