Cerebellum’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,174
| Closed | -$132K | – | 600 |
|
|
2020
Q2 | $132K | Buy |
+2,174
| New | +$132K | 0.09% | 91 |
|
|
2019
Q3 | – | Sell |
-6,933
| Closed | -$328K | – | 504 |
|
|
2019
Q2 | $328K | Buy |
6,933
+2,239
| +48% | +$106K | 0.27% | 289 |
|
|
2019
Q1 | $227K | Hold |
4,694
| – | – | 0.2% | 338 |
|
|
2018
Q4 | $216K | Buy |
4,694
+1,292
| +38% | +$59.5K | 0.15% | 286 |
|
|
2018
Q3 | $179K | Buy |
+3,402
| New | +$179K | 0.29% | 225 |
|
|
2018
Q2 | – | Sell |
-3,299
| Closed | -$173K | – | 535 |
|
|
2018
Q1 | $173K | Buy |
3,299
+1,125
| +52% | +$59K | 0.22% | 268 |
|
|
2017
Q4 | $132K | Buy |
+2,174
| New | +$132K | 0.09% | 91 |
|