Balentine LLC’s Woori Financial WF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,536
| Closed | -$246K | – | 710 |
|
|
2022
Q1 | $246K | Buy |
+6,536
| New | +$246K | 0.01% | 487 |
|
|
2021
Q3 | – | Sell |
-6,914
| Closed | -$209K | – | 352 |
|
|
2021
Q2 | $209K | Buy |
+6,914
| New | +$209K | 0.01% | 167 |
|
|
2020
Q3 | – | Sell |
-2,614
| Closed | -$58K | – | 844 |
|
|
2020
Q2 | $58K | Buy |
+2,614
| New | +$58K | ﹤0.01% | 225 |
|
|
2019
Q4 | – | Sell |
-632
| Closed | -$20K | – | 769 |
|
|
2019
Q3 | $20K | Buy |
632
+490
| +345% | +$15.5K | ﹤0.01% | 243 |
|
|
2019
Q2 | $5K | Sell |
142
-6
| -4% | -$211 | ﹤0.01% | 518 |
|
|
2019
Q1 | $5K | Hold |
148
| – | – | ﹤0.01% | 412 |
|
|
2018
Q4 | $6K | Hold |
148
| – | – | ﹤0.01% | 374 |
|
|
2018
Q3 | $7K | Buy |
+148
| New | +$7K | ﹤0.01% | 265 |
|