Claybrook Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,985
| Closed | -$414K | – | 687 |
|
|
2018
Q4 | $414K | Buy |
8,985
+2,485
| +38% | +$115K | 0.12% | 92 |
|
|
2018
Q3 | $184K | Sell |
6,500
-7,000
| -52% | -$198K | 0.11% | 79 |
|
|
2018
Q2 | $748K | Hold |
13,500
| – | – | 0.47% | 53 |
|
|
2018
Q1 | $708K | Hold |
13,500
| – | – | 0.46% | 49 |
|
|
2017
Q4 | $819K | Buy |
+13,500
| New | +$819K | 0.58% | 46 |
|