Lumbard & Kellner’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 |
-8,154
| Closed | -$391K | – | 98 |
|
|
2021
Q4 | $391K | Sell |
8,154
-3,987
| -33% | -$191K | 0.15% | 70 |
|
|
2021
Q3 | $563K | Sell |
12,141
-349
| -3% | -$16.2K | 0.22% | 66 |
|
|
2021
Q2 | $566K | Sell |
12,490
-366
| -3% | -$16.6K | 0.22% | 67 |
|
|
2021
Q1 | $502K | Sell |
12,856
-308
| -2% | -$12K | 0.18% | 71 |
|
|
2020
Q4 | $397K | Buy |
+13,164
| New | +$397K | 0.16% | 77 |
|