CIS
Custom Index Systems’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
3,500
| – | – | 0.13% | 203 |
|
|
2025
Q1 | $251K | Hold |
3,500
| – | – | 0.13% | 237 |
|
|
2024
Q4 | $246K | Buy |
+3,500
| New | +$246K | 0.13% | 199 |
|
|
2024
Q3 | – | Sell |
-4,121
| Closed | -$245K | – | 294 |
|
|
2024
Q2 | $245K | Sell |
4,121
-713
| -15% | -$42.3K | 0.14% | 206 |
|
|
2024
Q1 | $280K | Buy |
+4,834
| New | +$280K | 0.16% | 193 |
|