Ergoteles’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,309
| Closed | -$269K | – | 845 |
|
|
2023
Q2 | $269K | Sell |
6,309
-57,451
| -90% | -$2.45M | 0.01% | 791 |
|
|
2023
Q1 | $2.38M | Sell |
63,760
-33,854
| -35% | -$1.27M | 0.09% | 222 |
|
|
2022
Q4 | $4.03M | Buy |
97,614
+47,317
| +94% | +$1.95M | 0.15% | 141 |
|
|
2022
Q3 | $2.02M | Buy |
50,297
+20,677
| +70% | +$832K | 0.07% | 271 |
|
|
2022
Q2 | $1.16M | Sell |
29,620
-272,951
| -90% | -$10.7M | 0.03% | 485 |
|
|
2022
Q1 | $14.7M | Sell |
302,571
-593,382
| -66% | -$28.8M | 0.55% | 34 |
|
|
2021
Q4 | $43M | Buy |
+895,953
| New | +$43M | 1.67% | 4 |
|