Credit Capital Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-68,000
| Closed | -$3.08M | – | 48 |
|
|
2021
Q2 | $3.08M | Sell |
68,000
-2,134
| -3% | -$96.7K | 2.66% | 16 |
|
|
2021
Q1 | $2.74M | Hold |
70,134
| – | – | 3.08% | 16 |
|
|
2020
Q4 | $2.12M | Buy |
70,134
+7,868
| +13% | +$237K | 2.74% | 17 |
|
|
2020
Q3 | $1.46M | Sell |
62,266
-12,734
| -17% | -$299K | 2.54% | 18 |
|
|
2020
Q2 | $1.92M | Buy |
+75,000
| New | +$1.92M | 3.53% | 12 |
|