GYL Financial Synergies’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $305K | Sell |
5,394
-325
| -6% | -$18.4K | 0.02% | 294 |
|
|
2024
Q2 | $340K | Sell |
5,719
-1,478
| -21% | -$87.8K | 0.03% | 279 |
|
|
2024
Q1 | $417K | Buy |
7,197
+2,482
| +53% | +$144K | 0.03% | 263 |
|
|
2023
Q4 | $232K | Buy |
+4,715
| New | +$232K | 0.02% | 328 |
|
|
2023
Q3 | – | Sell |
-6,510
| Closed | -$278K | – | 345 |
|
|
2023
Q2 | $278K | Buy |
6,510
+850
| +15% | +$36.3K | 0.03% | 287 |
|
|
2023
Q1 | $212K | Buy |
+5,660
| New | +$212K | 0.03% | 267 |
|