SG
Swarthmore Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,841
| Closed | -$865K | – | 59 |
|
|
2022
Q1 | $865K | Sell |
17,841
-2,476
| -12% | -$120K | 0.22% | 54 |
|
|
2021
Q4 | $975K | Sell |
20,317
-21,752
| -52% | -$1.04M | 0.23% | 50 |
|
|
2021
Q3 | $1.91M | Hold |
42,069
| – | – | 0.49% | 41 |
|
|
2021
Q2 | $1.91M | Buy |
42,069
+803
| +2% | +$36.4K | 0.49% | 41 |
|
|
2021
Q1 | $1.61M | Buy |
+41,266
| New | +$1.61M | 0.44% | 36 |
|
|
2020
Q4 | – | Sell |
-41,266
| Closed | -$970K | – | 41 |
|
|
2020
Q3 | $970K | Sell |
41,266
-96,400
| -70% | -$2.27M | 0.31% | 36 |
|
|
2020
Q2 | $3.52M | Buy |
137,666
+126,716
| +1,157% | +$3.24M | 1.2% | 31 |
|
|
2020
Q1 | $314K | Sell |
10,950
-133,850
| -92% | -$3.84M | 1.66% | 27 |
|
|
2019
Q4 | $7.79M | Buy |
+144,800
| New | +$7.79M | 1.81% | 20 |
|