AS
AM Squared’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$20.4K | – | 84 |
|
|
2023
Q3 | $20.4K | Sell |
500
-900
| -64% | -$36.8K | 0.03% | 69 |
|
|
2023
Q2 | $59.8K | Sell |
1,400
-2,700
| -66% | -$115K | 0.07% | 80 |
|
|
2023
Q1 | $153K | Sell |
4,100
-6,100
| -60% | -$228K | 0.12% | 88 |
|
|
2022
Q4 | $421K | Buy |
+10,200
| New | +$421K | 0.28% | 48 |
|