Schubert & Co’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34
| Closed | -$1.03K | – | 1491 |
|
|
2023
Q1 | $1.03K | Sell |
34
-9
| -21% | -$271 | ﹤0.01% | 1183 |
|
|
2022
Q4 | $1.44K | Buy |
43
+4
| +10% | +$134 | ﹤0.01% | 1034 |
|
|
2022
Q3 | $1K | Buy |
39
+13
| +50% | +$333 | ﹤0.01% | 1302 |
|
|
2022
Q2 | $1K | Buy |
26
+6
| +30% | +$231 | ﹤0.01% | 1351 |
|
|
2022
Q1 | $1K | Buy |
20
+5
| +33% | +$250 | ﹤0.01% | 967 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 913 |
|