Beech Hill Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-57,445
| Closed | -$3.49M | – | 94 |
|
|
2017
Q4 | $3.49M | Sell |
57,445
-475
| -0.8% | -$28.8K | 1.72% | 30 |
|
|
2017
Q3 | $3.19M | Buy |
57,920
+200
| +0.3% | +$11K | 1.68% | 29 |
|
|
2017
Q2 | $3.2M | Sell |
57,720
-80
| -0.1% | -$4.43K | 1.75% | 29 |
|
|
2017
Q1 | $3.22M | Sell |
57,800
-2,450
| -4% | -$136K | 1.85% | 28 |
|
|
2016
Q4 | $3.32M | Buy |
+60,250
| New | +$3.32M | 1.99% | 23 |
|