Industrial Alliance Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,638
| Closed | -$622K | – | 495 |
|
|
2023
Q1 | $622K | Buy |
16,638
+15,321
| +1,163% | +$573K | 0.02% | 336 |
|
|
2022
Q4 | $54K | Sell |
1,317
-779
| -37% | -$31.9K | ﹤0.01% | 388 |
|
|
2022
Q3 | $84K | Sell |
2,096
-296
| -12% | -$11.9K | ﹤0.01% | 372 |
|
|
2022
Q2 | $94K | Buy |
2,392
+594
| +33% | +$23.3K | ﹤0.01% | 361 |
|
|
2022
Q1 | $87K | Buy |
1,798
+637
| +55% | +$30.8K | ﹤0.01% | 391 |
|
|
2021
Q4 | $56K | Buy |
+1,161
| New | +$56K | ﹤0.01% | 379 |
|