STEEL PEAK WEALTH MANAGEMENT LLC – Wells Fargo & Company Transaction History
STEEL PEAK WEALTH MANAGEMENT LLC portfolio value:
$571,000
portfolio value
STEEL PEAK WEALTH MANAGEMENT LLC quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.19% | -1.1K shares | -28K | $40.22 | 14.20K |
| Q2 2022 | share | Decrease | -5.55% | -900 shares | -186K | $39.17 | 15.30K |
| Q2 2022 | call | Decrease | -100.00% | -100 shares | -5K | $39.17 | 0 |
| Q1 2022 | share | Increase | +9.58% | 1.41K shares | 76K | $48.46 | 16.20K |
| Q1 2022 | call | 0.00% | 0 shares | 0 | $48.46 | 100 | |
| Q4 2021 | call | Increase | 0.00% | 100 shares | 5K | $48.1 | 100 |
| Q4 2021 | share | Decrease | -7.59% | -1.21K shares | -34K | $48.1 | 14.78K |
| Q3 2021 | share | Decrease | -5.29% | -894 shares | -22K | $46.23 | 15.99K |
| Q2 2021 | share | Increase | +16.29% | 2.36K shares | 197K | $44.92 | 16.89K |
| Q1 2021 | share | Decrease | -19.31% | -3.47K shares | 25K | $38.67 | 14.52K |
| Q4 2020 | share | Decrease | -58.04% | -24.90K shares | -466K | $29.78 | 18.00K |
| Q3 2020 | share | Decrease | -14.22% | -7.11K shares | -272K | $23.09 | 42.90K |
| Q2 2020 | share | Increase | +249.52% | 35.71K shares | 870K | $25.04 | 50.02K |
| Q2 2020 | call | Decrease | -100.00% | -100 shares | -3K | $25.04 | 0 |
| Q1 2020 | call | Increase | 0.00% | 100 shares | 3K | $27.52 | 100 |
| Q1 2020 | share | Increase | +2.68% | 373 shares | -339K | $27.52 | 14.31K |
| Q4 2019 | share | Increase | 0.00% | 13.93K shares | 750K | $51.05 | 13.93K |