AlphaOne Investment 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
Q2 | – | Sell |
-18,900
| Closed | -$913K | – | 208 |
|
|
2019
Q1 | $913K | Buy |
+18,900
| New | +$913K | 0.55% | 71 |
|
|
2018
Q3 | – | Sell |
-27,500
| Closed | -$1.53M | – | 229 |
|
|
2018
Q2 | $1.53M | Buy |
27,500
+26,765
| +3,641% | +$1.48M | 0.44% | 70 |
|
|
2018
Q1 | $39K | Buy |
735
+5
| +0.7% | +$265 | 0.01% | 317 |
|
|
2017
Q4 | $44K | Sell |
730
-1,974
| -73% | -$119K | 0.01% | 212 |
|
|
2017
Q3 | $149K | Buy |
+2,704
| New | +$149K | 0.04% | 109 |
|