SP
Symmetry Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,774
| Closed | -$996K | – | 504 |
|
|
2024
Q2 | $996K | Sell |
16,774
-2,096
| -11% | -$124K | 0.05% | 166 |
|
|
2024
Q1 | $1.09M | Hold |
18,870
| – | – | 0.09% | 162 |
|
|
2023
Q4 | $934K | Sell |
18,870
-9,678
| -34% | -$479K | 0.05% | 168 |
|
|
2023
Q3 | $1.17M | Hold |
28,548
| – | – | 0.06% | 154 |
|
|
2023
Q2 | $1.22M | Hold |
28,548
| – | – | 0.06% | 165 |
|
|
2023
Q1 | $1.07M | Sell |
28,548
-2,477
| -8% | -$92.6K | 0.06% | 175 |
|
|
2022
Q4 | $1.28M | Buy |
31,025
+2,477
| +9% | +$102K | 0.08% | 142 |
|
|
2022
Q3 | $1.15M | Buy |
28,548
+1,129
| +4% | +$45.4K | 0.08% | 146 |
|
|
2022
Q2 | $1.07M | Sell |
27,419
-43,497
| -61% | -$1.7M | 0.07% | 158 |
|
|
2022
Q1 | $3.44M | Sell |
70,916
-10,261
| -13% | -$497K | 0.22% | 56 |
|
|
2021
Q4 | $3.9M | Buy |
81,177
+23,562
| +41% | +$1.13M | 0.25% | 53 |
|
|
2021
Q3 | $2.76M | Buy |
57,615
+28,311
| +97% | +$1.36M | 0.18% | 75 |
|
|
2021
Q2 | $1.33M | Hold |
29,304
| – | – | 0.09% | 166 |
|
|
2021
Q1 | $1.15M | Buy |
29,304
+538
| +2% | +$21K | 0.08% | 175 |
|
|
2020
Q4 | $868K | Sell |
28,766
-893
| -3% | -$26.9K | 0.07% | 217 |
|
|
2020
Q3 | $697K | Buy |
+29,659
| New | +$697K | 0.06% | 232 |
|