Copperwynd Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,699
| Closed | -$213K | – | 128 |
|
|
2021
Q2 | $213K | Buy |
+4,699
| New | +$213K | 0.09% | 116 |
|
|
2020
Q1 | – | Sell |
-6,066
| Closed | -$326K | – | 112 |
|
|
2019
Q4 | $326K | Sell |
6,066
-400
| -6% | -$21.5K | 0.17% | 95 |
|
|
2019
Q3 | $349K | Hold |
6,466
| – | – | 0.2% | 93 |
|
|
2019
Q2 | $306K | Hold |
6,466
| – | – | 0.18% | 90 |
|
|
2019
Q1 | $312K | Sell |
6,466
-182
| -3% | -$8.78K | 0.19% | 94 |
|
|
2018
Q4 | $306K | Hold |
6,648
| – | – | 0.19% | 75 |
|
|
2018
Q3 | $349K | Hold |
6,648
| – | – | 0.21% | 79 |
|
|
2018
Q2 | $369K | Buy |
6,648
+900
| +16% | +$50K | 0.26% | 66 |
|
|
2018
Q1 | $301K | Sell |
5,748
-152
| -3% | -$7.96K | 0.21% | 75 |
|
|
2017
Q4 | $358K | Buy |
+5,900
| New | +$358K | 0.26% | 66 |
|