Andesa Financial Management’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 |
-7,298
| Closed | -$394K | – | 110 |
|
|
2019
Q4 | $394K | Buy |
7,298
+1,647
| +29% | +$88.9K | 0.34% | 66 |
|
|
2019
Q3 | $287K | Buy |
5,651
+1,061
| +23% | +$53.9K | 0.28% | 78 |
|
|
2019
Q2 | $219K | Sell |
4,590
-9,076
| -66% | -$433K | 0.21% | 99 |
|
|
2019
Q1 | $658K | Buy |
13,666
+7,297
| +115% | +$351K | 0.32% | 66 |
|
|
2018
Q4 | $293K | Buy |
+6,369
| New | +$293K | 0.35% | 73 |
|