OAM
Optimal Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.36M | Buy |
29,214
+52
| +0.2% | +$2.41K | 0.17% | 196 |
|
|
2021
Q2 | $1.32M | Sell |
29,162
-7
| -0% | -$317 | 0.16% | 208 |
|
|
2021
Q1 | $1.14M | Buy |
29,169
+16,854
| +137% | +$659K | 0.15% | 216 |
|
|
2020
Q4 | $372K | Sell |
12,315
-12,027
| -49% | -$363K | 0.05% | 371 |
|
|
2020
Q3 | $572K | Buy |
+24,342
| New | +$572K | 0.08% | 321 |
|