BSW Wealth Partners’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,757
| Closed | -$699K | – | 320 |
|
|
2023
Q1 | $699K | Buy |
10,757
+3,444
| +47% | +$224K | 0.14% | 105 |
|
|
2022
Q4 | $505K | Buy |
7,313
+1,013
| +16% | +$70K | 0.11% | 135 |
|
|
2022
Q3 | $651K | Sell |
6,300
-1,111
| -15% | -$115K | 0.16% | 86 |
|
|
2022
Q2 | $470K | Buy |
7,411
+2,255
| +44% | +$143K | 0.11% | 129 |
|
|
2022
Q1 | $587K | Buy |
5,156
+704
| +16% | +$80.1K | 0.15% | 107 |
|
|
2021
Q4 | $498K | Buy |
4,452
+424
| +11% | +$47.4K | 0.13% | 123 |
|
|
2021
Q3 | $325K | Buy |
4,028
+611
| +18% | +$49.3K | 0.09% | 169 |
|
|
2021
Q2 | $335K | Buy |
3,417
+1,072
| +46% | +$105K | 0.09% | 156 |
|
|
2021
Q1 | $254K | Buy |
2,345
+421
| +22% | +$45.6K | 0.07% | 169 |
|
|
2020
Q4 | $204K | Buy |
+1,924
| New | +$204K | 0.06% | 174 |
|