Bach Option’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 | – | Hold |
0
| – | – | – | 64 |
|
2018
Q2 | – | Hold |
0
| – | – | – | 61 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 91 |
|
2016
Q4 | – | Sell |
-4,618
| Closed | -$204K | – | 99 |
|
2016
Q3 | $204K | Sell |
4,618
-2,040
| -31% | -$90.1K | 0.09% | 17 |
|
2016
Q2 | $315K | Sell |
6,658
-1,055
| -14% | -$49.9K | 0.13% | 15 |
|
2016
Q1 | $373K | Buy |
+7,713
| New | +$373K | 0.22% | 6 |
|
2015
Q4 | – | Hold |
0
| – | – | – | 39 |
|