Arcus Capital Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-200
| Closed | -$8.26K | – | 356 |
|
2022
Q4 | $8.26K | Buy |
+200
| New | +$8.26K | ﹤0.01% | 280 |
|
2018
Q1 | – | Sell |
-4,783
| Closed | -$290K | – | 123 |
|
2017
Q4 | $290K | Sell |
4,783
-39,449
| -89% | -$2.39M | 0.16% | 85 |
|
2017
Q3 | $2.44M | Buy |
+44,232
| New | +$2.44M | 1.27% | 15 |
|
2016
Q1 | – | Sell |
-2,400
| Closed | -$130K | – | 85 |
|
2015
Q4 | $130K | Buy |
+2,400
| New | +$130K | 0.09% | 70 |
|