Close Asset Management’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 |
-3,800
| Closed | -$184K | – | 197 |
|
|
2019
Q1 | $184K | Buy |
+3,800
| New | +$184K | 0.02% | 97 |
|
|
2018
Q4 | – | Sell |
-3,800
| Closed | – | – | 212 |
|
|
2018
Q3 | $0 | Hold |
3,800
| – | – | ﹤0.01% | 231 |
|
|
2018
Q2 | $195K | Hold |
3,800
| – | – | 0.02% | 93 |
|
|
2018
Q1 | $195K | Hold |
3,800
| – | – | 0.02% | 95 |
|
|
2017
Q4 | $231K | Hold |
3,800
| – | – | 0.02% | 87 |
|
|
2017
Q3 | $210K | Hold |
3,800
| – | – | 0.02% | 86 |
|
|
2017
Q2 | $211K | Hold |
3,800
| – | – | 0.02% | 83 |
|
|
2017
Q1 | $211K | Buy |
+3,800
| New | +$211K | 0.02% | 86 |
|