Mutual Advisors’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 |
-4,088
| Closed | -$227K | – | 1058 |
|
2023
Q2 | $227K | Sell |
4,088
-181
| -4% | -$10.1K | 0.01% | 901 |
|
2023
Q1 | $277K | Buy |
4,269
+62
| +1% | +$4.03K | 0.01% | 798 |
|
2022
Q4 | $290K | Buy |
4,207
+19
| +0.5% | +$1.31K | 0.01% | 752 |
|
2022
Q3 | $433K | Buy |
4,188
+128
| +3% | +$13.2K | 0.02% | 605 |
|
2022
Q2 | $258K | Sell |
4,060
-250
| -6% | -$15.9K | 0.02% | 720 |
|
2022
Q1 | $491K | Hold |
4,310
| – | – | 0.03% | 575 |
|
2021
Q4 | $482K | Buy |
4,310
+250
| +6% | +$28K | 0.03% | 593 |
|
2021
Q3 | $328K | Sell |
4,060
-20
| -0.5% | -$1.62K | 0.02% | 687 |
|
2021
Q2 | $400K | Hold |
4,080
| – | – | 0.02% | 594 |
|
2021
Q1 | $441K | Sell |
4,080
-32
| -0.8% | -$3.46K | 0.03% | 518 |
|
2020
Q4 | $435K | Hold |
4,112
| – | – | 0.03% | 499 |
|
2020
Q3 | $262K | Hold |
4,112
| – | – | 0.02% | 571 |
|
2020
Q2 | $243K | Buy |
+4,112
| New | +$243K | 0.02% | 551 |
|
2019
Q4 | – | Sell |
-4,170
| Closed | -$204K | – | 622 |
|
2019
Q3 | $204K | Buy |
4,170
+28
| +0.7% | +$1.37K | 0.03% | 503 |
|
2019
Q2 | $233K | Buy |
4,142
+58
| +1% | +$3.26K | 0.03% | 492 |
|
2019
Q1 | $234K | Buy |
+4,084
| New | +$234K | 0.03% | 413 |
|