Mitchell & Pahl Private Wealth’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,071
| Closed | -$226K | – | 154 |
|
2023
Q2 | $226K | Sell |
4,071
-63
| -2% | -$3.5K | 0.14% | 146 |
|
2023
Q1 | $269K | Sell |
4,134
-22
| -0.5% | -$1.43K | 0.17% | 143 |
|
2022
Q4 | $287K | Sell |
4,156
-74
| -2% | -$5.11K | 0.19% | 138 |
|
2022
Q3 | $437K | Sell |
4,230
-164
| -4% | -$16.9K | 0.32% | 105 |
|
2022
Q2 | $279K | Sell |
4,394
-254
| -5% | -$16.1K | 0.19% | 138 |
|
2022
Q1 | $529K | Sell |
4,648
-128
| -3% | -$14.6K | 0.34% | 98 |
|
2021
Q4 | $534K | Sell |
4,776
-571
| -11% | -$63.8K | 0.34% | 94 |
|
2021
Q3 | $432K | Sell |
5,347
-43
| -0.8% | -$3.47K | 0.31% | 99 |
|
2021
Q2 | $528K | Sell |
5,390
-53
| -1% | -$5.19K | 0.38% | 85 |
|
2021
Q1 | $589K | Sell |
5,443
-29
| -0.5% | -$3.14K | 0.46% | 74 |
|
2020
Q4 | $579K | Buy |
+5,472
| New | +$579K | 0.49% | 70 |
|