Aviance Capital 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
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 234 |
|
|
2018
Q4 | – | Sell |
-10,372
| Closed | -$545K | – | 246 |
|
|
2018
Q3 | $545K | Buy |
+10,372
| New | +$545K | 0.05% | 122 |
|
|
2016
Q4 | – | Sell |
-10,448
| Closed | -$463K | – | 319 |
|
|
2016
Q3 | $463K | Sell |
10,448
-69,819
| -87% | -$3.09M | 0.01% | 262 |
|
|
2016
Q2 | $3.8M | Buy |
80,267
+4,849
| +6% | +$230K | 0.11% | 115 |
|
|
2016
Q1 | $3.65M | Sell |
75,418
-267,181
| -78% | -$12.9M | 0.12% | 112 |
|
|
2015
Q4 | $18.6M | Buy |
342,599
+34,822
| +11% | +$1.89M | 0.61% | 40 |
|
|
2015
Q3 | $15.8M | Buy |
+307,777
| New | +$15.8M | 0.55% | 49 |
|
|
2015
Q2 | – | Sell |
-195,756
| Closed | -$10.6M | – | 243 |
|
|
2015
Q1 | $10.6M | Sell |
195,756
-366,638
| -65% | -$19.9M | 0.39% | 55 |
|
|
2014
Q4 | $30.8M | Buy |
562,394
+448,705
| +395% | +$24.6M | 1.11% | 26 |
|
|
2014
Q3 | $5.9M | Buy |
113,689
+15,400
| +16% | +$799K | 0.24% | 71 |
|
|
2014
Q2 | $5.17M | Buy |
98,289
+15,349
| +19% | +$807K | 0.22% | 69 |
|
|
2014
Q1 | $4.13M | Buy |
82,940
+74,185
| +847% | +$3.69M | 0.21% | 67 |
|
|
2013
Q4 | $397K | Sell |
8,755
-300
| -3% | -$13.6K | 0.21% | 83 |
|
|
2013
Q3 | $374K | Sell |
9,055
-119
| -1% | -$4.92K | 0.22% | 85 |
|
|
2013
Q2 | $379K | Buy |
+9,174
| New | +$379K | 0.21% | 94 |
|