Schubert & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-196
| Closed | -$7.33K | – | 1509 |
|
|
2023
Q1 | $7.33K | Sell |
196
-116
| -37% | -$4.34K | 0.01% | 309 |
|
|
2022
Q4 | $12.9K | Sell |
312
-48
| -13% | -$1.98K | 0.01% | 178 |
|
|
2022
Q3 | $14K | Buy |
360
+162
| +82% | +$6.3K | 0.01% | 148 |
|
|
2022
Q2 | $8K | Buy |
198
+79
| +66% | +$3.19K | 0.01% | 221 |
|
|
2022
Q1 | $6K | Buy |
119
+15
| +14% | +$756 | 0.01% | 155 |
|
|
2021
Q4 | $5K | Buy |
+104
| New | +$5K | 0.01% | 143 |
|