Capitolis Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,727
| Closed | -$263K | – | 129 |
|
|
2022
Q2 | $263K | Hold |
6,727
| – | – | 0.01% | 99 |
|
|
2022
Q1 | $326K | Sell |
6,727
-3,324,179
| -100% | -$161M | 0.02% | 114 |
|
|
2021
Q4 | $160M | Buy |
+3,330,906
| New | +$160M | 0.95% | 21 |
|
|
2021
Q3 | – | Sell |
-3,034,283
| Closed | -$137M | – | 454 |
|
|
2021
Q2 | $137M | Buy |
3,034,283
+1,778,708
| +142% | +$80.6M | 1.62% | 11 |
|
|
2021
Q1 | $49.1M | Buy |
1,255,575
+93,387
| +8% | +$3.65M | 0.85% | 25 |
|
|
2020
Q4 | $35.1M | Buy |
+1,162,188
| New | +$35.1M | 0.59% | 34 |
|