CIP
Capital Insight Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,834
| Closed | -$206K | – | 102 |
|
|
2019
Q4 | $206K | Sell |
3,834
-269
| -7% | -$14.5K | 0.09% | 91 |
|
|
2019
Q3 | $207K | Buy |
+4,103
| New | +$207K | 0.18% | 77 |
|
|
2019
Q2 | – | Sell |
-4,519
| Closed | -$218K | – | 78 |
|
|
2019
Q1 | $218K | Sell |
4,519
-814
| -15% | -$39.3K | 0.2% | 74 |
|
|
2018
Q4 | $246K | Hold |
5,333
| – | – | 0.25% | 70 |
|
|
2018
Q3 | $280K | Sell |
5,333
-42,962
| -89% | -$2.26M | 0.25% | 70 |
|
|
2018
Q2 | $2.68M | Buy |
48,295
+704
| +1% | +$39K | 2.2% | 15 |
|
|
2018
Q1 | $2.49M | Buy |
47,591
+383
| +0.8% | +$20.1K | 2.03% | 17 |
|
|
2017
Q4 | $2.86M | Buy |
47,208
+174
| +0.4% | +$10.6K | 2.24% | 11 |
|
|
2017
Q3 | $2.59M | Sell |
47,034
-781
| -2% | -$43.1K | 2.19% | 14 |
|
|
2017
Q2 | $2.65M | Buy |
47,815
+1,764
| +4% | +$97.7K | 2.35% | 13 |
|
|
2017
Q1 | $2.56M | Sell |
46,051
-271
| -0.6% | -$15.1K | 2.32% | 12 |
|
|
2016
Q4 | $2.55M | Sell |
46,322
-201
| -0.4% | -$11.1K | 2.53% | 10 |
|
|
2016
Q3 | $2.06M | Sell |
46,523
-1,095
| -2% | -$48.5K | 1.98% | 25 |
|
|
2016
Q2 | $2.25M | Buy |
47,618
+16,265
| +52% | +$770K | 2.14% | 24 |
|
|
2016
Q1 | $1.52M | Buy |
+31,353
| New | +$1.52M | 1.54% | 33 |
|
|
2015
Q4 | – | Sell |
-7,257
| Closed | -$373K | – | 58 |
|
|
2015
Q3 | $373K | Sell |
7,257
-300
| -4% | -$15.4K | 0.35% | 46 |
|
|
2015
Q2 | $425K | Buy |
+7,557
| New | +$425K | 0.36% | 50 |
|