Jeereddi Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,006
| Closed | -$325K | – | 59 |
|
|
2021
Q3 | $325K | Hold |
7,006
| – | – | 0.29% | 45 |
|
|
2021
Q2 | $317K | Sell |
7,006
-2,994
| -30% | -$135K | 0.26% | 45 |
|
|
2021
Q1 | $391K | Hold |
10,000
| – | – | 0.28% | 37 |
|
|
2020
Q4 | $302K | Hold |
10,000
| – | – | 0.25% | 41 |
|
|
2020
Q3 | $235K | Buy |
+10,000
| New | +$235K | 0.22% | 41 |
|