Steele 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
2024
Q3
Sell
-7,257
Closed -$431K 173
2024
Q2
$431K Sell
7,257
-1,775
-20% -$105K 0.02% 115
2024
Q1
$523K Hold
9,032
0.03% 96
2023
Q4
$445K Buy
+9,032
New +$445K 0.03% 100