SkyView Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-640
| Closed | -$26K | – | 488 |
|
|
2023
Q3 | $26K | Hold |
640
| – | – | 0.01% | 307 |
|
|
2023
Q2 | $27K | Hold |
640
| – | – | 0.01% | 425 |
|
|
2023
Q1 | $24K | Hold |
640
| – | – | 0.01% | 429 |
|
|
2022
Q4 | $26K | Hold |
640
| – | – | 0.01% | 395 |
|
|
2022
Q3 | $26K | Sell |
640
-12,250
| -95% | -$498K | 0.01% | 433 |
|
|
2022
Q2 | $505K | Sell |
12,890
-22,079
| -63% | -$865K | 0.13% | 227 |
|
|
2022
Q1 | $1.65M | Buy |
34,969
+5,081
| +17% | +$239K | 0.39% | 64 |
|
|
2021
Q4 | $2.12M | Sell |
29,888
-23,329
| -44% | -$1.65M | 0.48% | 53 |
|
|
2021
Q3 | $2.47M | Buy |
53,217
+32,741
| +160% | +$1.52M | 0.69% | 35 |
|
|
2021
Q2 | $800K | Hold |
20,476
| – | – | 0.37% | 68 |
|
|
2021
Q1 | $800K | Buy |
20,476
+214
| +1% | +$8.36K | 0.35% | 70 |
|
|
2020
Q4 | $612K | Buy |
+20,262
| New | +$612K | 0.29% | 79 |
|