AFT Forsyth & Company’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 |
-6,349
| Closed | -$342K | – | 147 |
|
|
2019
Q4 | $342K | Hold |
6,349
| – | – | 0.26% | 107 |
|
|
2019
Q3 | $320K | Sell |
6,349
-2,300
| -27% | -$116K | 0.26% | 109 |
|
|
2019
Q2 | $409K | Buy |
8,649
+1,345
| +18% | +$63.6K | 0.34% | 96 |
|
|
2019
Q1 | $353K | Sell |
7,304
-590
| -7% | -$28.5K | 0.31% | 98 |
|
|
2018
Q4 | $364K | Sell |
7,894
-1,416
| -15% | -$65.3K | 0.36% | 97 |
|
|
2018
Q3 | $489K | Sell |
9,310
-100
| -1% | -$5.25K | 0.41% | 89 |
|
|
2018
Q2 | $522K | Hold |
9,410
| – | – | 0.46% | 81 |
|
|
2018
Q1 | $493K | Sell |
9,410
-1,925
| -17% | -$101K | 0.46% | 79 |
|
|
2017
Q4 | $688K | Buy |
+11,335
| New | +$688K | 0.67% | 50 |
|
|
2013
Q3 | $448K | Buy |
10,851
+500
| +5% | +$20.6K | 0.58% | 65 |
|
|
2013
Q2 | $427K | Buy |
+10,351
| New | +$427K | 0.61% | 59 |
|