Rise Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-592
| Closed | -$19.1K | – | 1572 |
|
|
2024
Q4 | $19.1K | Buy |
592
+4
| +0.7% | +$129 | 0.01% | 693 |
|
|
2024
Q3 | $20.5K | Buy |
588
+4
| +0.7% | +$139 | 0.01% | 667 |
|
|
2024
Q2 | $16.7K | Buy |
584
+6
| +1% | +$171 | 0.01% | 756 |
|
|
2024
Q1 | $16.8K | Buy |
+578
| New | +$16.8K | 0.01% | 777 |
|