MAM
Myriad Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-79,400
| Closed | -$3.81M | – | 131 |
|
|
2021
Q4 | $3.81M | Buy |
+79,400
| New | +$3.81M | 0.41% | 43 |
|
|
2021
Q3 | – | Sell |
-191,650
| Closed | -$8.68M | – | 170 |
|
|
2021
Q2 | $8.68M | Buy |
191,650
+36,900
| +24% | +$1.67M | 0.65% | 28 |
|
|
2021
Q1 | $6.05M | Buy |
+154,750
| New | +$6.05M | 0.63% | 34 |
|