Pine Valley Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $364K | Buy |
5,189
+1
| +0% | +$70 | 0.02% | 366 |
|
2024
Q3 | $293K | Buy |
5,188
+1
| +0% | +$56 | 0.02% | 394 |
|
2024
Q2 | $308K | Buy |
5,187
+1
| +0% | +$59 | 0.02% | 360 |
|
2024
Q1 | $301K | Sell |
5,186
-2,710
| -34% | -$157K | 0.02% | 366 |
|
2023
Q4 | $389K | Sell |
7,896
-148
| -2% | -$7.28K | 0.03% | 314 |
|
2023
Q3 | $329K | Sell |
8,044
-217
| -3% | -$8.87K | 0.03% | 332 |
|
2023
Q2 | $353K | Buy |
+8,261
| New | +$353K | 0.03% | 282 |
|