WP Income Plus Fund WFC Holdings History
Number of Shares
4,400.00
Current Holdings Value*
$192,320.00
% of Portfolio
14.41%
Total Estimate Gain
$118,096.00
% of Total Estimate Gain
50.77%
WP Income Plus Fund's Wells Fargo & Co Holding Summary
As of 2022-08-31, WP Trust held 4,400.00 shares of Wells Fargo & Co(WFC), totaling $192,320.00. This investment constitutes 14.41% of their stock portfolio, and WP Trust now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2022Q1. Based on historical transaction data and WFC's current price of $79.71, WP Income Plus Fund's estimated gain on his WFC holdings is $118,096.00, reflecting a 50.77% gain to date.
WP Income Plus Fund WFC ($79.71) Holding Chart
WP Income Plus Fund WFC ($79.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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