Bruderman Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-286
| Closed | -$14K | – | 565 |
|
|
2019
Q1 | $14K | Hold |
286
| – | – | ﹤0.01% | 407 |
|
|
2018
Q4 | $13K | Buy |
286
+191
| +201% | +$8.68K | ﹤0.01% | 403 |
|
|
2018
Q3 | $5K | Buy |
95
+1
| +1% | +$53 | ﹤0.01% | 308 |
|
|
2018
Q2 | $5K | Hold |
94
| – | – | ﹤0.01% | 325 |
|
|
2018
Q1 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 322 |
|
|
2017
Q3 | – | Sell |
-92
| Closed | -$5K | – | 318 |
|
|
2017
Q2 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 335 |
|
|
2017
Q1 | – | Sell |
-90
| Closed | -$5K | – | 317 |
|
|
2016
Q4 | $5K | Sell |
90
-271
| -75% | -$15.1K | ﹤0.01% | 338 |
|
|
2016
Q3 | $16K | Sell |
361
-266
| -42% | -$11.8K | ﹤0.01% | 301 |
|
|
2016
Q2 | $30K | Sell |
627
-60
| -9% | -$2.87K | 0.01% | 239 |
|
|
2016
Q1 | $33K | Hold |
687
| – | – | 0.01% | 236 |
|
|
2015
Q4 | $37K | Hold |
687
| – | – | 0.01% | 236 |
|
|
2015
Q3 | $35K | Hold |
687
| – | – | 0.01% | 239 |
|
|
2015
Q2 | $39K | Sell |
687
-100
| -13% | -$5.68K | 0.02% | 247 |
|
|
2015
Q1 | $43K | Buy |
+787
| New | +$43K | 0.02% | 229 |
|