Occudo Quantitative Strategies’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-30,890
| Closed | -$1.5M | – | 1409 |
|
|
2022
Q1 | $1.5M | Buy |
+30,890
| New | +$1.5M | 0.13% | 257 |
|
|
2021
Q2 | – | Sell |
-12,655
| Closed | -$494K | – | 1073 |
|
|
2021
Q1 | $494K | Sell |
12,655
-4,576
| -27% | -$179K | 0.11% | 339 |
|
|
2020
Q4 | $520K | Buy |
+17,231
| New | +$520K | 0.16% | 230 |
|