Covenant Multifamily Offices’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,991
| Closed | -$429K | – | 253 |
|
|
2021
Q1 | $429K | Buy |
+10,991
| New | +$429K | 0.09% | 122 |
|
|
2020
Q1 | – | Sell |
-45,731
| Closed | -$3.21M | – | 192 |
|
|
2019
Q4 | $3.21M | Buy |
45,731
+22,874
| +100% | +$1.61M | 0.55% | 26 |
|
|
2019
Q3 | $1.15M | Buy |
22,857
+913
| +4% | +$46.1K | 0.25% | 63 |
|
|
2019
Q2 | $1.04M | Buy |
+21,944
| New | +$1.04M | 0.23% | 67 |
|