WCA
Windsor Creek Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$46K | – | 115 |
|
|
2021
Q3 | $46K | Buy |
+1,000
| New | +$46K | 0.01% | 97 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 189 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 190 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 189 |
|
|
2020
Q3 | – | Sell |
-24,400
| Closed | -$625K | – | 175 |
|
|
2020
Q2 | $625K | Buy |
24,400
+3,000
| +14% | +$76.8K | 0.21% | 68 |
|
|
2020
Q1 | $614K | Buy |
+21,400
| New | +$614K | 0.22% | 71 |
|
|
2019
Q1 | – | Sell |
-16,059
| Closed | -$740K | – | 129 |
|
|
2018
Q4 | $740K | Buy |
+16,059
| New | +$740K | 0.23% | 65 |
|