Abner Herrman & Brock’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-37,050
| Closed | -$952K | – | 135 |
|
|
2018
Q2 | $952K | Hold |
37,050
| – | – | 0.15% | 69 |
|
|
2018
Q1 | $952K | Hold |
37,050
| – | – | 0.15% | 72 |
|
|
2017
Q4 | $950K | Hold |
37,050
| – | – | 0.16% | 73 |
|
|
2017
Q3 | $945K | Sell |
37,050
-29,610
| -44% | -$755K | 0.17% | 71 |
|
|
2017
Q2 | $1.73M | Buy |
+66,660
| New | +$1.73M | 0.33% | 67 |
|