Breiter Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,997
| Closed | -$230K | – | 119 |
|
|
2020
Q1 | $230K | Sell |
7,997
-460
| -5% | -$13.2K | 0.27% | 89 |
|
|
2019
Q4 | $455K | Sell |
8,457
-614
| -7% | -$33K | 0.49% | 58 |
|
|
2019
Q3 | $458K | Sell |
9,071
-926
| -9% | -$46.8K | 0.6% | 52 |
|
|
2019
Q2 | $473K | Buy |
+9,997
| New | +$473K | 0.63% | 48 |
|
|
2019
Q1 | – | Sell |
-10,262
| Closed | -$473K | – | 129 |
|
|
2018
Q4 | $473K | Buy |
10,262
+6,132
| +148% | +$283K | 0.96% | 41 |
|
|
2018
Q3 | $217K | Sell |
4,130
-56
| -1% | -$2.94K | 0.28% | 106 |
|
|
2018
Q2 | $232K | Buy |
+4,186
| New | +$232K | 0.32% | 97 |
|