Stelac Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,608
| Closed | -$495K | – | 161 |
|
|
2023
Q2 | $495K | Sell |
11,608
-775
| -6% | -$33.1K | 0.22% | 88 |
|
|
2023
Q1 | $463K | Hold |
12,383
| – | – | 0.2% | 89 |
|
|
2022
Q4 | $511K | Hold |
12,383
| – | – | 0.23% | 71 |
|
|
2022
Q3 | $498K | Hold |
12,383
| – | – | 0.23% | 73 |
|
|
2022
Q2 | $485K | Buy |
12,383
+8,480
| +217% | +$332K | 0.2% | 82 |
|
|
2022
Q1 | $189K | Sell |
3,903
-7,511
| -66% | -$364K | 0.07% | 109 |
|
|
2021
Q4 | $548K | Buy |
11,414
+484
| +4% | +$23.2K | 0.15% | 87 |
|
|
2021
Q3 | $507K | Buy |
10,930
+3,321
| +44% | +$154K | 0.14% | 111 |
|
|
2021
Q2 | $345K | Buy |
+7,609
| New | +$345K | 0.08% | 161 |
|
|
2018
Q4 | – | Sell |
-2,523
| Closed | -$133K | – | 134 |
|
|
2018
Q3 | $133K | Sell |
2,523
-735
| -23% | -$38.7K | 0.04% | 107 |
|
|
2018
Q2 | $181K | Sell |
3,258
-323
| -9% | -$17.9K | 0.05% | 88 |
|
|
2018
Q1 | $188K | Buy |
3,581
+1,784
| +99% | +$93.7K | 0.06% | 75 |
|
|
2017
Q4 | $109K | Buy |
+1,797
| New | +$109K | 0.05% | 62 |
|
|
2017
Q3 | – | Sell |
-1,883
| Closed | -$104K | – | 85 |
|
|
2017
Q2 | $104K | Buy |
+1,883
| New | +$104K | 0.03% | 65 |
|
|
2016
Q3 | – | Sell |
-8,127
| Closed | -$385K | – | 65 |
|
|
2016
Q2 | $385K | Buy |
+8,127
| New | +$385K | 0.12% | 32 |
|