Cornerstone Financial Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,921
| Closed | -$441K | – | 129 |
|
|
2017
Q2 | $441K | Buy |
7,921
+708
| +10% | +$39.4K | 0.17% | 83 |
|
|
2017
Q1 | $402K | Sell |
7,213
-3,409
| -32% | -$190K | 0.13% | 108 |
|
|
2016
Q4 | $586K | Sell |
10,622
-748
| -7% | -$41.3K | 0.19% | 94 |
|
|
2016
Q3 | $501K | Buy |
11,370
+6,576
| +137% | +$290K | 0.18% | 91 |
|
|
2016
Q2 | $225K | Sell |
4,794
-36,865
| -88% | -$1.73M | 0.08% | 149 |
|
|
2016
Q1 | $2.01M | Buy |
41,659
+8,762
| +27% | +$423K | 0.78% | 32 |
|
|
2015
Q4 | $1.79M | Buy |
+32,897
| New | +$1.79M | 0.66% | 41 |
|