Charter Oak Capital Management’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 |
-238
| Closed | -$11K | – | 896 |
|
|
2022
Q2 | $11K | Hold |
238
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $11K | Hold |
238
| – | – | ﹤0.01% | 618 |
|
|
2021
Q4 | $11K | Hold |
238
| – | – | ﹤0.01% | 607 |
|
|
2021
Q3 | $12K | Sell |
238
-300
| -56% | -$15.1K | ﹤0.01% | 554 |
|
|
2021
Q2 | $24K | Sell |
538
-500
| -48% | -$22.3K | ﹤0.01% | 425 |
|
|
2021
Q1 | $41K | Buy |
1,038
+489
| +89% | +$19.3K | 0.01% | 339 |
|
|
2020
Q4 | $17K | Buy |
+549
| New | +$17K | ﹤0.01% | 442 |
|