Brightworth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-19,168
| Closed | -$967K | – | 100 |
|
|
2019
Q3 | $967K | Sell |
19,168
-21,001
| -52% | -$1.06M | 0.2% | 50 |
|
|
2019
Q2 | $1.9M | Buy |
40,169
+1,456
| +4% | +$68.9K | 0.4% | 41 |
|
|
2019
Q1 | $1.87M | Sell |
38,713
-7,289
| -16% | -$352K | 0.39% | 42 |
|
|
2018
Q4 | $2.12M | Buy |
46,002
+25,441
| +124% | +$1.17M | 0.49% | 39 |
|
|
2018
Q3 | $1.08M | Buy |
20,561
+1,547
| +8% | +$81.3K | 0.24% | 43 |
|
|
2018
Q2 | $1.05M | Sell |
19,014
-1,467
| -7% | -$81.3K | 0.25% | 42 |
|
|
2018
Q1 | $1.07M | Sell |
20,481
-50,045
| -71% | -$2.62M | 0.25% | 44 |
|
|
2017
Q4 | $4.28M | Buy |
70,526
+1,180
| +2% | +$71.6K | 0.97% | 30 |
|
|
2017
Q3 | $3.82M | Buy |
+69,346
| New | +$3.82M | 0.93% | 30 |
|