Ameritas Investment Company’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $914K | Buy |
19,693
+12,182
| +162% | +$565K | 0.04% | 288 |
|
2021
Q2 | $1.24M | Sell |
7,511
-1,493
| -17% | -$245K | 0.06% | 247 |
|
2021
Q1 | $352K | Buy |
+9,004
| New | +$352K | 0.03% | 429 |
|
2020
Q4 | – | Sell |
-9,112
| Closed | -$233K | – | 447 |
|
2020
Q3 | $233K | Hold |
9,112
| – | – | 0.07% | 285 |
|
2020
Q2 | $233K | Sell |
9,112
-3,565
| -28% | -$91.2K | 0.07% | 292 |
|
2020
Q1 | $358K | Buy |
12,677
+2,074
| +20% | +$58.6K | 0.06% | 238 |
|
2019
Q4 | $570K | Sell |
10,603
-1,389
| -12% | -$74.7K | 0.12% | 168 |
|
2019
Q3 | $608K | Buy |
11,992
+5,678
| +90% | +$288K | 0.12% | 154 |
|
2019
Q2 | $299K | Sell |
6,314
-5,714
| -48% | -$271K | 0.14% | 149 |
|
2019
Q1 | $582K | Buy |
+12,028
| New | +$582K | 0.11% | 157 |
|