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WealthPLAN Partners’s WaFd WAFD Stock Holding History

WealthPLAN Partners’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-201
Closed -$5.33K – 1170
2023
Q2 		$5.33K Hold
201
– – ﹤0.01% 894
2023
Q1 		$6.05K Buy
+201
New +$6.05K ﹤0.01% 967