PSC
Portman Square Capital’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,216
| Closed | -$991K | – | 199 |
|
|
2023
Q2 | $991K | Sell |
23,216
-67,320
| -74% | -$2.87M | 0.03% | 70 |
|
|
2023
Q1 | $3.38M | Buy |
90,536
+54,236
| +149% | +$2.03M | 0.16% | 19 |
|
|
2022
Q4 | $1.5M | Buy |
+36,300
| New | +$1.5M | 0.11% | 35 |
|