IGGA
Iron Gate Global Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+2,619
| New | +$210K | 0.02% | 80 |
|
|
2021
Q1 | – | Sell |
-8,441
| Closed | -$254K | – | 104 |
|
|
2020
Q4 | $254K | Sell |
8,441
-400
| -5% | -$12K | 0.09% | 79 |
|
|
2020
Q3 | $207K | Sell |
8,841
-393
| -4% | -$9.2K | 0.09% | 86 |
|
|
2020
Q2 | $245K | Sell |
9,234
-4,129
| -31% | -$110K | 0.12% | 70 |
|
|
2020
Q1 | $379K | Sell |
13,363
-1,749
| -12% | -$49.6K | 0.26% | 39 |
|
|
2019
Q4 | $813K | Buy |
15,112
+2,001
| +15% | +$108K | 0.46% | 29 |
|
|
2019
Q3 | $661K | Buy |
13,111
+1,768
| +16% | +$89.1K | 0.4% | 34 |
|
|
2019
Q2 | $533K | Sell |
11,343
-402
| -3% | -$18.9K | 0.35% | 34 |
|
|
2019
Q1 | $562K | Sell |
11,745
-58
| -0.5% | -$2.78K | 0.23% | 35 |
|
|
2018
Q4 | $544K | Sell |
11,803
-12
| -0.1% | -$553 | 0.4% | 33 |
|
|
2018
Q3 | $621K | Buy |
11,815
+3,388
| +40% | +$178K | 0.4% | 28 |
|
|
2018
Q2 | $467K | Sell |
8,427
-4,938
| -37% | -$274K | 0.34% | 28 |
|
|
2018
Q1 | $700K | Buy |
13,365
+1,654
| +14% | +$86.6K | 0.53% | 27 |
|
|
2017
Q4 | $710K | Sell |
11,711
-714
| -6% | -$43.3K | 0.6% | 27 |
|
|
2017
Q3 | $685K | Buy |
12,425
+1,145
| +10% | +$63.1K | 0.64% | 25 |
|
|
2017
Q2 | $625K | Buy |
+11,280
| New | +$625K | 0.69% | 23 |
|