IronBridge Private Wealth’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 |
-618
| Closed | -$30K | – | 297 |
|
|
2021
Q4 | $30K | Hold |
618
| – | – | 0.02% | 101 |
|
|
2021
Q3 | $29K | Hold |
618
| – | – | 0.02% | 73 |
|
|
2021
Q2 | $28K | Hold |
618
| – | – | 0.02% | 85 |
|
|
2021
Q1 | $24K | Hold |
618
| – | – | 0.02% | 91 |
|
|
2020
Q4 | $19K | Buy |
+618
| New | +$19K | 0.01% | 94 |
|