Patriot Financial Group Insurance Agency’s Woori Financial WF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-165
| Closed | -$5K | – | 1940 |
|
|
2022
Q2 | $5K | Hold |
165
| – | – | ﹤0.01% | 1512 |
|
|
2022
Q1 | $6K | Buy |
165
+7
| +4% | +$255 | ﹤0.01% | 1568 |
|
|
2021
Q4 | $5K | Buy |
158
+13
| +9% | +$411 | ﹤0.01% | 1733 |
|
|
2021
Q3 | $4K | Hold |
145
| – | – | ﹤0.01% | 1801 |
|
|
2021
Q2 | $4K | Hold |
145
| – | – | ﹤0.01% | 1740 |
|
|
2021
Q1 | $4K | Buy |
145
+43
| +42% | +$1.19K | ﹤0.01% | 1652 |
|
|
2020
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 1589 |
|
|
2020
Q3 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 1486 |
|