DoubleLine ETF Adviser’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-53,014
| Closed | -$2.99M | – | 216 |
|
|
2024
Q3 | $2.99M | Sell |
53,014
-6,939
| -12% | -$392K | 0.73% | 40 |
|
|
2024
Q2 | $3.56M | Sell |
59,953
-2,706
| -4% | -$161K | 0.94% | 27 |
|
|
2024
Q1 | $3.63M | Buy |
62,659
+1,963
| +3% | +$114K | 0.92% | 28 |
|
|
2023
Q4 | $2.99M | Buy |
60,696
+4,344
| +8% | +$214K | 0.86% | 31 |
|
|
2023
Q3 | $2.3M | Buy |
56,352
+1,911
| +4% | +$78.1K | 0.83% | 31 |
|
|
2023
Q2 | $2.32M | Buy |
54,441
+11,681
| +27% | +$499K | 0.86% | 36 |
|
|
2023
Q1 | $1.6M | Sell |
42,760
-10,979
| -20% | -$410K | 0.68% | 29 |
|
|
2022
Q4 | $2.22M | Buy |
+53,739
| New | +$2.22M | 1.14% | 16 |
|