IndexIQ 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
Q1 | $132K | Buy |
2,726
+1,032
| +61% | +$50K | ﹤0.01% | 1062 |
|
|
2021
Q4 | $81K | Buy |
+1,694
| New | +$81K | ﹤0.01% | 1104 |
|
|
2020
Q1 | – | Sell |
-86,481
| Closed | -$4.65M | – | 1141 |
|
|
2019
Q4 | $4.65M | Buy |
86,481
+18,722
| +28% | +$1.01M | 0.17% | 120 |
|
|
2019
Q3 | $3.42M | Sell |
67,759
-23,185
| -25% | -$1.17M | 0.12% | 135 |
|
|
2019
Q2 | $4.3M | Buy |
90,944
+353
| +0.4% | +$16.7K | 0.13% | 134 |
|
|
2019
Q1 | $4.38M | Sell |
90,591
-43,120
| -32% | -$2.08M | 0.13% | 145 |
|
|
2018
Q4 | $6.16M | Buy |
133,711
+48,607
| +57% | +$2.24M | 0.17% | 97 |
|
|
2018
Q3 | $4.47M | Sell |
85,104
-42,182
| -33% | -$2.22M | 0.14% | 115 |
|
|
2018
Q2 | $7.06M | Buy |
127,286
+42,332
| +50% | +$2.35M | 0.22% | 81 |
|
|
2018
Q1 | $4.45M | Buy |
+84,954
| New | +$4.45M | 0.14% | 96 |
|