Requisite Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,905
| Closed | -$720K | – | 91 |
|
|
2021
Q2 | $720K | Hold |
15,905
| – | – | 0.12% | 43 |
|
|
2021
Q1 | $621K | Buy |
15,905
+5,000
| +46% | +$195K | 0.14% | 37 |
|
|
2020
Q4 | $329K | Hold |
10,905
| – | – | 0.1% | 47 |
|
|
2020
Q3 | $256K | Sell |
10,905
-2,000
| -15% | -$47K | 0.09% | 54 |
|
|
2020
Q2 | $330K | Buy |
+12,905
| New | +$330K | 0.13% | 47 |
|
|
2020
Q1 | – | Sell |
-15,905
| Closed | -$856K | – | 90 |
|
|
2019
Q4 | $856K | Hold |
15,905
| – | – | 0.29% | 34 |
|
|
2019
Q3 | $802K | Hold |
15,905
| – | – | 0.31% | 37 |
|
|
2019
Q2 | $753K | Buy |
15,905
+15,000
| +1,657% | +$710K | 0.29% | 42 |
|
|
2019
Q1 | $44K | Buy |
+905
| New | +$44K | 0.02% | 114 |
|