Neo Ivy Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $681K | Buy |
16,482
+10,548
| +178% | +$436K | 0.46% | 93 |
|
|
2022
Q3 | $239K | Buy |
+5,934
| New | +$239K | 0.63% | 42 |
|
|
2022
Q2 | – | Sell |
-4,918
| Closed | -$238K | – | 633 |
|
|
2022
Q1 | $238K | Buy |
4,918
+1,360
| +38% | +$65.8K | 0.21% | 174 |
|
|
2021
Q4 | $171K | Sell |
3,558
-23,719
| -87% | -$1.14M | 0.25% | 153 |
|
|
2021
Q3 | $698K | Buy |
+27,277
| New | +$698K | 0.8% | 18 |
|
|
2020
Q4 | – | Sell |
-19,456
| Closed | -$457K | – | 600 |
|
|
2020
Q3 | $457K | Sell |
19,456
-7,821
| -29% | -$184K | 0.46% | 55 |
|
|
2020
Q2 | $698K | Buy |
27,277
+27,059
| +12,412% | +$692K | 0.8% | 18 |
|
|
2020
Q1 | $6K | Buy |
+218
| New | +$6K | 0.01% | 428 |
|