Wells Fargo’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
+3,438
| New | +$21K | ﹤0.01% | 5339 |
|
|
2024
Q2 | – | Sell |
-2,268
| Closed | -$10.5K | – | 6628 |
|
|
2024
Q1 | $10.5K | Buy |
2,268
+302
| +15% | +$1.4K | ﹤0.01% | 5358 |
|
|
2023
Q4 | $9.56K | Buy |
1,966
+449
| +30% | +$2.18K | ﹤0.01% | 5407 |
|
|
2023
Q3 | $7.19K | Sell |
1,517
-1,648
| -52% | -$7.81K | ﹤0.01% | 5505 |
|
|
2023
Q2 | $23.3K | Buy |
3,165
+3,113
| +5,987% | +$22.9K | ﹤0.01% | 5393 |
|
|
2023
Q1 | $338 | Buy |
52
+1
| +2% | +$7 | ﹤0.01% | 6311 |
|
|
2022
Q4 | $268 | Buy |
51
+1
| +2% | +$5 | ﹤0.01% | 6212 |
|
|
2022
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 6474 |
|
|
2022
Q2 | $0 | Buy |
50
+4
| +9% | – | ﹤0.01% | 6641 |
|
|
2022
Q1 | $0 | Hold |
46
| – | – | ﹤0.01% | 6779 |
|
|
2021
Q4 | $0 | Hold |
46
| – | – | ﹤0.01% | 6764 |
|
|
2021
Q3 | $0 | Sell |
46
-2
| -4% | – | ﹤0.01% | 6712 |
|
|
2021
Q2 | $0 | Sell |
48
-110,115
| -100% | – | ﹤0.01% | 6629 |
|
|
2021
Q1 | $553K | Buy |
110,163
+82,912
| +304% | +$416K | ﹤0.01% | 4336 |
|
|
2020
Q4 | $142K | Buy |
27,251
+12,881
| +90% | +$67.1K | ﹤0.01% | 5070 |
|
|
2020
Q3 | $62K | Buy |
14,370
+10,391
| +261% | +$44.8K | ﹤0.01% | 5204 |
|
|
2020
Q2 | $24K | Buy |
3,979
+3,927
| +7,552% | +$23.7K | ﹤0.01% | 5359 |
|
|
2020
Q1 | $0 | Buy |
+52
| New | – | ﹤0.01% | 5944 |
|