Wells Fargo’s Stran & Co SWAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$102 Buy
2023
Q4
$102 Buy
2023
Q3
$81 Sell
2023
Q2
$106 Buy
2023
Q1
$118 Sell
2022
Q4
$87 Sell
2022
Q3
$0 Buy
2022
Q2
$0 Buy
2022
Q1
$0 Buy
2021
Q4
$0 Buy