KLR Investment Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,634
Closed -$248K 204
2023
Q3
$248K Buy
+6,634
New +$248K 0.23% 152
2023
Q2
Sell
-6,634
Closed -$248K 191
2023
Q1
$248K Buy
+6,634
New +$248K 0.22% 156