Bridgeworth’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 |
-7,905
| Closed | -$227K | – | 132 |
|
|
2020
Q1 | $227K | Sell |
7,905
-6
| -0.1% | -$172 | 0.1% | 102 |
|
|
2019
Q4 | $426K | Sell |
7,911
-571
| -7% | -$30.7K | 0.16% | 75 |
|
|
2019
Q3 | $428K | Buy |
8,482
+2,951
| +53% | +$149K | 0.16% | 76 |
|
|
2019
Q2 | $262K | Buy |
5,531
+50
| +0.9% | +$2.37K | 0.1% | 99 |
|
|
2019
Q1 | $265K | Sell |
5,481
-3,983
| -42% | -$193K | 0.11% | 104 |
|
|
2018
Q4 | $338K | Buy |
+9,464
| New | +$338K | 0.19% | 73 |
|
|
2018
Q3 | – | Sell |
-3,437
| Closed | -$189K | – | 553 |
|
|
2018
Q2 | $189K | Sell |
3,437
-781
| -19% | -$42.9K | 0.08% | 140 |
|
|
2018
Q1 | $218K | Buy |
+4,218
| New | +$218K | 0.1% | 136 |
|
|
2017
Q3 | – | Sell |
-4,650
| Closed | -$256K | – | 134 |
|
|
2017
Q2 | $256K | Sell |
4,650
-206
| -4% | -$11.3K | 0.13% | 119 |
|
|
2017
Q1 | $268K | Buy |
4,856
+830
| +21% | +$45.8K | 0.14% | 114 |
|
|
2016
Q4 | $221K | Buy |
+4,026
| New | +$221K | 0.12% | 128 |
|