Castleark Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-134,700
| Closed | -$5.56M | – | 325 |
|
|
2022
Q4 | $5.56M | Hold |
134,700
| – | – | 0.29% | 85 |
|
|
2022
Q3 | $5.42M | Hold |
134,700
| – | – | 0.3% | 78 |
|
|
2022
Q2 | $5.28M | Hold |
134,700
| – | – | 0.28% | 88 |
|
|
2022
Q1 | $6.53M | Hold |
134,700
| – | – | 0.28% | 87 |
|
|
2021
Q4 | $6.46M | Buy |
+134,700
| New | +$6.46M | 0.24% | 106 |
|