Aevitas Wealth Management’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 |
-5,740
| Closed | -$336K | – | 109 |
|
|
2019
Q4 | $336K | Sell |
5,740
-879
| -13% | -$51.5K | 0.32% | 85 |
|
|
2019
Q3 | $334K | Buy |
6,619
+34
| +0.5% | +$1.72K | 0.33% | 81 |
|
|
2019
Q2 | $312K | Sell |
6,585
-10,640
| -62% | -$504K | 0.31% | 85 |
|
|
2019
Q1 | $832K | Buy |
17,225
+55
| +0.3% | +$2.66K | 0.74% | 40 |
|
|
2018
Q4 | $791K | Sell |
17,170
-7,436
| -30% | -$343K | 0.81% | 36 |
|
|
2018
Q3 | $1.29M | Buy |
24,606
+962
| +4% | +$50.6K | 1.17% | 20 |
|
|
2018
Q2 | $1.31M | Sell |
23,644
-2,534
| -10% | -$141K | 1.28% | 20 |
|
|
2018
Q1 | $1.37M | Sell |
26,178
-1,437
| -5% | -$75.3K | 1.37% | 19 |
|
|
2017
Q4 | $1.68M | Buy |
+27,615
| New | +$1.68M | 1.59% | 16 |
|