Charter Research & Investment Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-43,545
| Closed | -$2.28M | – | 76 |
|
|
2018
Q1 | $2.28M | Sell |
43,545
-850
| -2% | -$44.5K | 2.72% | 12 |
|
|
2017
Q4 | $2.69M | Buy |
+44,395
| New | +$2.69M | 3.02% | 7 |
|
|
2016
Q3 | $1.99M | Sell |
44,940
-155
| -0.3% | -$6.86K | 2.34% | 16 |
|
|
2016
Q2 | $2.13M | Buy |
45,095
+825
| +2% | +$39K | 2.44% | 15 |
|
|
2016
Q1 | $2.14M | Sell |
44,270
-1,160
| -3% | -$56.1K | 2.45% | 14 |
|
|
2015
Q4 | $2.47M | Buy |
+45,430
| New | +$2.47M | 2.87% | 10 |
|