Ackerman Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$323K | – | 208 |
|
|
2019
Q4 | $323K | Hold |
6,000
| – | – | 0.1% | 145 |
|
|
2019
Q3 | $303K | Sell |
6,000
-1,000
| -14% | -$50.5K | 0.1% | 102 |
|
|
2019
Q2 | $331K | Buy |
7,000
+1,000
| +17% | +$47.3K | 1.62% | 19 |
|
|
2019
Q1 | $290K | Sell |
6,000
-192,144
| -97% | -$9.28M | 1.55% | 18 |
|
|
2018
Q4 | $4.3K | Buy |
+198,144
| New | +$4.3K | 0.33% | 48 |
|
|
2018
Q1 | $247K | Buy |
4,070
+404
| +11% | +$24.5K | 0.1% | 73 |
|
|
2017
Q4 | $202K | Buy |
+3,666
| New | +$202K | 0.09% | 76 |
|
|
2017
Q2 | $203K | Buy |
+3,660
| New | +$203K | 0.08% | 84 |
|