BIG
Boothe Investment Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-118,714
| Closed | -$4.44M | – | 35 |
|
|
2023
Q1 | $4.44M | Buy |
118,714
+15,121
| +15% | +$565K | 2.36% | 17 |
|
|
2022
Q4 | $4.28M | Buy |
103,593
+1,031
| +1% | +$42.6K | 4.14% | 11 |
|
|
2022
Q3 | $4.13M | Buy |
102,562
+4,527
| +5% | +$182K | 2.68% | 16 |
|
|
2022
Q2 | $3.91M | Buy |
98,035
+1,518
| +2% | +$60.6K | 3.31% | 12 |
|
|
2022
Q1 | $4.7M | Sell |
96,517
-64,811
| -40% | -$3.16M | 3.24% | 14 |
|
|
2021
Q4 | $7.74M | Sell |
161,328
-2,810
| -2% | -$135K | 4.14% | 10 |
|
|
2021
Q3 | $7.72M | Buy |
164,138
+1,271
| +0.8% | +$59.8K | 4.21% | 7 |
|
|
2021
Q2 | $7.4M | Buy |
162,867
+6,885
| +4% | +$313K | 3.88% | 10 |
|
|
2021
Q1 | $6.09M | Buy |
+155,982
| New | +$6.09M | 3.55% | 14 |
|