Access Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-24,766
| Closed | -$1.14M | – | 74 |
|
|
2018
Q4 | $1.14M | Sell |
24,766
-8,176
| -25% | -$377K | 1.02% | 31 |
|
|
2018
Q3 | $1.73M | Sell |
32,942
-104
| -0.3% | -$5.47K | 1.19% | 16 |
|
|
2018
Q2 | $1.83M | Buy |
33,046
+56
| +0.2% | +$3.11K | 1.29% | 12 |
|
|
2018
Q1 | $1.73M | Buy |
32,990
+60
| +0.2% | +$3.15K | 1.27% | 15 |
|
|
2017
Q4 | $2M | Buy |
32,930
+1,863
| +6% | +$113K | 1.38% | 13 |
|
|
2017
Q3 | $1.71M | Buy |
31,067
+4,344
| +16% | +$240K | 1.31% | 16 |
|
|
2017
Q2 | $1.48M | Buy |
26,723
+497
| +2% | +$27.5K | 1.21% | 21 |
|
|
2017
Q1 | $1.46M | Sell |
26,226
-615
| -2% | -$34.2K | 1.23% | 18 |
|
|
2016
Q4 | $1.48M | Buy |
+26,841
| New | +$1.48M | 1.35% | 10 |
|