Colony Family Offices’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,150
| Closed | -$379K | – | 89 |
|
|
2023
Q1 | $379K | Hold |
10,150
| – | – | 0.15% | 61 |
|
|
2022
Q4 | $419K | Sell |
10,150
-14
| -0.1% | -$578 | 0.17% | 52 |
|
|
2022
Q3 | $409K | Buy |
10,164
+14
| +0.1% | +$563 | 0.18% | 53 |
|
|
2022
Q2 | $398K | Buy |
+10,150
| New | +$398K | 0.18% | 48 |
|
|
2021
Q2 | – | Sell |
-10,150
| Closed | -$397K | – | 53 |
|
|
2021
Q1 | $397K | Hold |
10,150
| – | – | 0.31% | 30 |
|
|
2020
Q4 | $306K | Buy |
+10,150
| New | +$306K | 0.29% | 19 |
|