Sterling Financial Planning’s WaFd WAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-686
Closed -$24K 399
2021
Q3
$24K Hold
686
0.02% 251
2021
Q2
$22K Sell
686
-614
-47% -$19.7K 0.01% 248
2021
Q1
$40K Hold
1,300
0.03% 168
2020
Q4
$33K Buy
+1,300
New +$33K 0.03% 178