Fortis Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,996
| Closed | -$463K | – | 193 |
|
|
2024
Q1 | $463K | Buy |
+7,996
| New | +$463K | 0.2% | 91 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$37.4K | – | 617 |
|
|
2023
Q1 | $37.4K | Sell |
1,000
-300
| -23% | -$11.2K | 0.02% | 320 |
|
|
2022
Q4 | $53.7K | Buy |
+1,300
| New | +$53.7K | 0.03% | 287 |
|