Chemical Bank’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 |
-4,898
| Closed | -$257K | – | 374 |
|
|
2018
Q1 | $257K | Buy |
4,898
+524
| +12% | +$27.5K | 0.03% | 328 |
|
|
2017
Q4 | $265K | Buy |
+4,374
| New | +$265K | 0.03% | 327 |
|
|
2017
Q3 | – | Sell |
-8,664
| Closed | -$480K | – | 378 |
|
|
2017
Q2 | $480K | Sell |
8,664
-100
| -1% | -$5.54K | 0.05% | 260 |
|
|
2017
Q1 | $488K | Sell |
8,764
-435
| -5% | -$24.2K | 0.05% | 247 |
|
|
2016
Q4 | $507K | Buy |
+9,199
| New | +$507K | 0.06% | 235 |
|
|
2016
Q1 | – | Sell |
-3,801
| Closed | -$207K | – | 335 |
|
|
2015
Q4 | $207K | Buy |
+3,801
| New | +$207K | 0.03% | 314 |
|