Sierra Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 563 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 693 |
|
|
2022
Q3 | $1K | Sell |
20
-3,720
| -99% | -$186K | ﹤0.01% | 641 |
|
|
2022
Q2 | $146K | Sell |
3,740
-49
| -1% | -$1.91K | 0.03% | 232 |
|
|
2022
Q1 | $184K | Buy |
3,789
+116
| +3% | +$5.63K | 0.03% | 226 |
|
|
2021
Q4 | $176K | Buy |
3,673
+30
| +0.8% | +$1.44K | 0.03% | 241 |
|
|
2021
Q3 | $169K | Hold |
3,643
| – | – | 0.03% | 214 |
|
|
2021
Q2 | $165K | Hold |
3,643
| – | – | 0.03% | 193 |
|
|
2021
Q1 | $142K | Buy |
+3,643
| New | +$142K | 0.03% | 212 |
|