Baskin Financial Services’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 |
-1,200
| Closed | -$63K | – | 53 |
|
|
2018
Q1 | $63K | Sell |
1,200
-5,339
| -82% | -$280K | 0.01% | 51 |
|
|
2017
Q4 | $397K | Hold |
6,539
| – | – | 0.08% | 45 |
|
|
2017
Q3 | $361K | Sell |
6,539
-200
| -3% | -$11K | 0.07% | 46 |
|
|
2017
Q2 | $373K | Hold |
6,739
| – | – | 0.08% | 44 |
|
|
2017
Q1 | $376K | Hold |
6,739
| – | – | 0.08% | 43 |
|
|
2016
Q4 | $371K | Buy |
6,739
+1,200
| +22% | +$66.1K | 0.09% | 43 |
|
|
2016
Q3 | $245K | Sell |
5,539
-420
| -7% | -$18.6K | 0.06% | 42 |
|
|
2016
Q2 | $282K | Sell |
5,959
-370
| -6% | -$17.5K | 0.08% | 41 |
|
|
2016
Q1 | $306K | Sell |
6,329
-175
| -3% | -$8.46K | 0.09% | 41 |
|
|
2015
Q4 | $353K | Buy |
6,504
+175
| +3% | +$9.5K | 0.11% | 40 |
|
|
2015
Q3 | $325K | Hold |
6,329
| – | – | 0.11% | 38 |
|
|
2015
Q2 | $356K | Hold |
6,329
| – | – | 0.11% | 38 |
|
|
2015
Q1 | $344K | Hold |
6,329
| – | – | 0.12% | 38 |
|
|
2014
Q4 | $347K | Hold |
6,329
| – | – | 0.11% | 39 |
|
|
2014
Q3 | $328K | Buy |
+6,329
| New | +$328K | 0.11% | 38 |
|