Investors Financial Group’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 | – | Sell |
-12,738
| Closed | -$611K | – | 193 |
|
|
2021
Q4 | $611K | Buy |
12,738
+5
| +0% | +$240 | 0.28% | 93 |
|
|
2021
Q3 | $591K | Sell |
12,733
-640
| -5% | -$29.7K | 0.31% | 83 |
|
|
2021
Q2 | $606K | Sell |
13,373
-2,745
| -17% | -$124K | 0.33% | 84 |
|
|
2021
Q1 | $630K | Buy |
16,118
+2,752
| +21% | +$108K | 0.37% | 75 |
|
|
2020
Q4 | $403K | Sell |
13,366
-1,871
| -12% | -$56.4K | 0.27% | 100 |
|
|
2020
Q3 | $358K | Sell |
15,237
-5,263
| -26% | -$124K | 0.27% | 95 |
|
|
2020
Q2 | $525K | Buy |
20,500
+939
| +5% | +$24K | 0.43% | 71 |
|
|
2020
Q1 | $561K | Sell |
19,561
-155
| -0.8% | -$4.45K | 0.57% | 54 |
|
|
2019
Q4 | $1.06M | Buy |
+19,716
| New | +$1.06M | 0.86% | 32 |
|