Beacon Capital Management Inc (Ohio)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-70
| Closed | -$2.62K | – | 91 |
|
|
2023
Q1 | $2.62K | Buy |
+70
| New | +$2.62K | ﹤0.01% | 78 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$1K | – | 115 |
|
|
2020
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 105 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 170 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 184 |
|
|
2017
Q2 | – | Sell |
-1
| Closed | – | – | 210 |
|
|
2017
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 212 |
|
|
2016
Q3 | – | Sell |
-19
| Closed | -$1K | – | 157 |
|
|
2016
Q2 | $1K | Sell |
19
-100
| -84% | -$5.26K | ﹤0.01% | 145 |
|
|
2016
Q1 | $6K | Sell |
119
-80
| -40% | -$4.03K | ﹤0.01% | 133 |
|
|
2015
Q4 | $11K | Hold |
199
| – | – | ﹤0.01% | 123 |
|
|
2015
Q3 | $10K | Sell |
199
-100
| -33% | -$5.03K | ﹤0.01% | 128 |
|
|
2015
Q2 | $17K | Hold |
299
| – | – | ﹤0.01% | 115 |
|
|
2015
Q1 | $16K | Hold |
299
| – | – | ﹤0.01% | 119 |
|
|
2014
Q4 | $16K | Buy |
299
+200
| +202% | +$10.7K | ﹤0.01% | 114 |
|
|
2014
Q3 | $5K | Hold |
99
| – | – | ﹤0.01% | 182 |
|
|
2014
Q2 | $5K | Sell |
99
-10
| -9% | -$505 | ﹤0.01% | 181 |
|
|
2014
Q1 | $5K | Sell |
109
-2,440
| -96% | -$112K | ﹤0.01% | 181 |
|
|
2013
Q4 | $116K | Buy |
+2,549
| New | +$116K | 0.03% | 62 |
|