Biegel & Waller’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,208
| Closed | -$221K | – | 83 |
|
|
2018
Q3 | $221K | Hold |
4,208
| – | – | 0.13% | 69 |
|
|
2018
Q2 | $233K | Sell |
4,208
-500
| -11% | -$27.7K | 0.15% | 61 |
|
|
2018
Q1 | $247K | Hold |
4,708
| – | – | 0.16% | 43 |
|
|
2017
Q4 | $286K | Buy |
+4,708
| New | +$286K | 0.17% | 43 |
|
|
2017
Q3 | – | Sell |
-3,873
| Closed | -$215K | – | 66 |
|
|
2017
Q2 | $215K | Sell |
3,873
-900
| -19% | -$50K | 0.13% | 50 |
|
|
2017
Q1 | $266K | Sell |
4,773
-100
| -2% | -$5.57K | 0.18% | 36 |
|
|
2016
Q4 | $279K | Buy |
+4,873
| New | +$279K | 0.19% | 33 |
|