Rothschild Investment LLC’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71K | Buy |
195
+30
| +18% | +$878 | ﹤0.01% | 1444 |
|
|
2025
Q1 | $4.72K | Buy |
165
+110
| +200% | +$3.14K | ﹤0.01% | 1467 |
|
|
2024
Q4 | $1.77K | Sell |
55
-20
| -27% | -$645 | ﹤0.01% | 1883 |
|
|
2024
Q3 | $2.61K | Buy |
75
+45
| +150% | +$1.57K | ﹤0.01% | 1587 |
|
|
2024
Q2 | $857 | Buy |
30
+25
| +500% | +$714 | ﹤0.01% | 1741 |
|
|
2024
Q1 | $145 | Buy |
+5
| New | +$145 | ﹤0.01% | 1939 |
|