Enlightenment Research’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,002
| Closed | -$313K | – | 161 |
|
|
2022
Q2 | $313K | Sell |
8,002
-24,298
| -75% | -$950K | 0.67% | 61 |
|
|
2022
Q1 | $1.57M | Buy |
+32,300
| New | +$1.57M | 2.08% | 7 |
|
|
2021
Q3 | – | Sell |
-8,100
| Closed | -$367K | – | 211 |
|
|
2021
Q2 | $367K | Buy |
+8,100
| New | +$367K | 0.47% | 66 |
|
|
2021
Q1 | – | Sell |
-12,600
| Closed | -$380K | – | 198 |
|
|
2020
Q4 | $380K | Buy |
+12,600
| New | +$380K | 0.54% | 50 |
|
|
2020
Q3 | – | Sell |
-28,300
| Closed | -$724K | – | 124 |
|
|
2020
Q2 | $724K | Buy |
+28,300
| New | +$724K | 1.73% | 19 |
|
|
2019
Q4 | – | Sell |
-13,200
| Closed | -$666K | – | 125 |
|
|
2019
Q3 | $666K | Buy |
+13,200
| New | +$666K | 1.48% | 18 |
|