Banced Corp’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,917
| Closed | -$205K | – | 112 |
|
|
2018
Q1 | $205K | Buy |
3,917
+1,220
| +45% | +$63.9K | 0.36% | 103 |
|
|
2017
Q4 | $241K | Sell |
2,697
-1,147
| -30% | -$102K | 0.4% | 97 |
|
|
2017
Q3 | $212K | Sell |
3,844
-67
| -2% | -$3.7K | 0.37% | 103 |
|
|
2017
Q2 | $217K | Buy |
3,911
+262
| +7% | +$14.5K | 0.4% | 97 |
|
|
2017
Q1 | $203K | Buy |
+3,649
| New | +$203K | 0.37% | 101 |
|
|
2016
Q4 | – | Sell |
-9,993
| Closed | -$442K | – | 102 |
|
|
2016
Q3 | $442K | Sell |
9,993
-3,173
| -24% | -$140K | 0.87% | 52 |
|
|
2016
Q2 | $676K | Buy |
13,166
+1,522
| +13% | +$78.1K | 1.27% | 22 |
|
|
2016
Q1 | $563K | Buy |
11,644
+198
| +2% | +$9.57K | 0.98% | 42 |
|
|
2015
Q4 | $622K | Sell |
11,446
-1,720
| -13% | -$93.5K | 1.11% | 35 |
|
|
2015
Q3 | $676K | Buy |
13,166
+4,722
| +56% | +$242K | 1.24% | 22 |
|
|
2015
Q2 | $475K | Sell |
8,444
-218
| -3% | -$12.3K | 0.65% | 56 |
|
|
2015
Q1 | $471K | Sell |
8,662
-2,931
| -25% | -$159K | 0.67% | 56 |
|
|
2014
Q4 | $636K | Sell |
11,593
-129
| -1% | -$7.08K | 0.69% | 42 |
|
|
2014
Q3 | $608K | Sell |
11,722
-333
| -3% | -$17.3K | 0.7% | 42 |
|
|
2014
Q2 | $634K | Sell |
12,055
-3,058
| -20% | -$161K | 0.76% | 32 |
|
|
2014
Q1 | $752K | Buy |
15,113
+610
| +4% | +$30.4K | 0.78% | 31 |
|
|
2013
Q4 | $658K | Sell |
14,503
-1,899
| -12% | -$86.2K | 0.66% | 46 |
|
|
2013
Q3 | $678K | Sell |
16,402
-158
| -1% | -$6.53K | 0.68% | 48 |
|
|
2013
Q2 | $683K | Buy |
+16,560
| New | +$683K | 0.7% | 54 |
|