Wells Fargo’s Income Opportunity Realty Investors IOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$100 | – | 6721 |
|
|
2024
Q1 | $100 | Hold |
6
| – | – | ﹤0.01% | 6268 |
|
|
2023
Q4 | $80 | Hold |
6
| – | – | ﹤0.01% | 6380 |
|
|
2023
Q3 | $67 | Hold |
6
| – | – | ﹤0.01% | 6478 |
|
|
2023
Q2 | $69 | Buy |
6
+1
| +20% | +$12 | ﹤0.01% | 6654 |
|
|
2023
Q1 | $57 | Hold |
5
| – | – | ﹤0.01% | 6756 |
|
|
2022
Q4 | $60 | Hold |
5
| – | – | ﹤0.01% | 6624 |
|
|
2022
Q3 | $0 | Sell |
5
-23
| -82% | – | ﹤0.01% | 6657 |
|
|
2022
Q2 | $0 | Buy |
28
+2
| +8% | – | ﹤0.01% | 6819 |
|
|
2022
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 6937 |
|
|
2021
Q4 | $0 | Hold |
26
| – | – | ﹤0.01% | 6926 |
|
|
2021
Q3 | $0 | Sell |
26
-1
| -4% | – | ﹤0.01% | 6869 |
|
|
2021
Q2 | $0 | Hold |
27
| – | – | ﹤0.01% | 6768 |
|
|
2021
Q1 | $0 | Buy |
27
+1
| +4% | – | ﹤0.01% | 6706 |
|
|
2020
Q4 | $0 | Hold |
26
| – | – | ﹤0.01% | 6353 |
|
|
2020
Q3 | $0 | Buy |
26
+21
| +420% | – | ﹤0.01% | 6190 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 6119 |
|
|
2020
Q1 | $0 | Sell |
5
-197
| -98% | – | ﹤0.01% | 6082 |
|
|
2019
Q4 | $3K | Buy |
+202
| New | +$3K | ﹤0.01% | 5721 |
|