Toth Financial Advisory’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,200
| Closed | -$31.8K | – | 846 |
|
|
2023
Q2 | $31.8K | Hold |
1,200
| – | – | ﹤0.01% | 324 |
|
|
2023
Q1 | $36.1K | Hold |
1,200
| – | – | 0.01% | 310 |
|
|
2022
Q4 | $40.3K | Hold |
1,200
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $36K | Hold |
1,200
| – | – | 0.01% | 308 |
|
|
2022
Q2 | $36K | Sell |
1,200
-275
| -19% | -$8.25K | 0.01% | 306 |
|
|
2022
Q1 | $48K | Buy |
+1,475
| New | +$48K | 0.01% | 294 |
|