TFO Wealth Partners’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$145 | – | 738 |
|
|
2024
Q1 | $145 | Hold |
5
| – | – | ﹤0.01% | 570 |
|
|
2023
Q4 | $165 | Hold |
5
| – | – | ﹤0.01% | 698 |
|
|
2023
Q3 | $133 | Hold |
5
| – | – | ﹤0.01% | 935 |
|
|
2023
Q2 | $133 | Hold |
5
| – | – | ﹤0.01% | 606 |
|
|
2023
Q1 | $151 | Sell |
5
-15
| -75% | -$453 | ﹤0.01% | 553 |
|
|
2022
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 254 |
|