Cardan Capital Partners’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 |
-4,594
| Closed | -$222K | – | 175 |
|
|
2019
Q1 | $222K | Sell |
4,594
-76
| -2% | -$3.67K | 0.04% | 166 |
|
|
2018
Q4 | $215K | Sell |
4,670
-20
| -0.4% | -$921 | 0.04% | 160 |
|
|
2018
Q3 | $247K | Hold |
4,690
| – | – | 0.04% | 158 |
|
|
2018
Q2 | $260K | Sell |
4,690
-2,481
| -35% | -$138K | 0.04% | 154 |
|
|
2018
Q1 | $376K | Buy |
+7,171
| New | +$376K | 0.06% | 140 |
|