DSC Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-9,260
| Closed | -$372K | – | 90 |
|
2022
Q3 | $372K | Sell |
9,260
-2,111
| -19% | -$84.8K | 0.38% | 52 |
|
2022
Q2 | $445K | Sell |
11,371
-162
| -1% | -$6.34K | 0.44% | 41 |
|
2022
Q1 | $559K | Buy |
11,533
+7,237
| +168% | +$351K | 0.19% | 41 |
|
2021
Q4 | $206K | Sell |
4,296
-396
| -8% | -$19K | 0.16% | 66 |
|
2021
Q3 | $218K | Buy |
+4,692
| New | +$218K | 0.22% | 62 |
|