Anderson Hoagland & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,663
| Closed | -$203K | – | 99 |
|
|
2018
Q2 | $203K | Buy |
+3,663
| New | +$203K | 0.11% | 97 |
|
|
2018
Q1 | – | Sell |
-3,663
| Closed | -$222K | – | 98 |
|
|
2017
Q4 | $222K | Sell |
3,663
-350
| -9% | -$21.2K | 0.13% | 97 |
|
|
2017
Q3 | $221K | Sell |
4,013
-877
| -18% | -$48.3K | 0.14% | 91 |
|
|
2017
Q2 | $271K | Hold |
4,890
| – | – | 0.17% | 91 |
|
|
2017
Q1 | $272K | Hold |
4,890
| – | – | 0.15% | 104 |
|
|
2016
Q4 | $269K | Buy |
+4,890
| New | +$269K | 0.16% | 99 |
|
|
2016
Q3 | – | Sell |
-6,390
| Closed | -$302K | – | 123 |
|
|
2016
Q2 | $302K | Buy |
+6,390
| New | +$302K | 0.19% | 99 |
|