Alethea Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,620
| Closed | -$584K | – | 72 |
|
|
2023
Q1 | $584K | Buy |
+15,620
| New | +$584K | 0.62% | 19 |
|
|
2019
Q1 | – | Sell |
-33,385
| Closed | -$1.54M | – | 92 |
|
|
2018
Q4 | $1.54M | Buy |
+33,385
| New | +$1.54M | 2.24% | 10 |
|
|
2018
Q3 | – | Sell |
-9,783
| Closed | -$542K | – | 92 |
|
|
2018
Q2 | $542K | Buy |
+9,783
| New | +$542K | 0.93% | 26 |
|