American Asset Management’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 |
-4,275
| Closed | -$207K | – | 124 |
|
|
2019
Q1 | $207K | Buy |
+4,275
| New | +$207K | 0.16% | 94 |
|
|
2017
Q3 | – | Sell |
-4,325
| Closed | -$240K | – | 96 |
|
|
2017
Q2 | $240K | Sell |
4,325
-200
| -4% | -$11.1K | 0.13% | 72 |
|
|
2017
Q1 | $252K | Sell |
4,525
-125
| -3% | -$6.96K | 0.16% | 63 |
|
|
2016
Q4 | $256K | Sell |
4,650
-100
| -2% | -$5.51K | 0.28% | 56 |
|
|
2016
Q3 | $210K | Buy |
+4,750
| New | +$210K | 0.12% | 65 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$29K | – | 95 |
|
|
2015
Q3 | $29K | Buy |
+500
| New | +$29K | 0.02% | 53 |
|
|
2014
Q4 | – | Sell |
-500
| Closed | -$22K | – | 92 |
|
|
2014
Q3 | $22K | Buy |
+500
| New | +$22K | 0.01% | 40 |
|