Cutler Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,100
| Closed | -$172K | – | 87 |
|
|
2017
Q1 | $172K | Sell |
3,100
-7,000
| -69% | -$388K | 0.08% | 73 |
|
|
2016
Q4 | $556K | Sell |
10,100
-3,000
| -23% | -$165K | 0.26% | 57 |
|
|
2016
Q3 | $580K | Buy |
13,100
+1,000
| +8% | +$44.3K | 0.19% | 55 |
|
|
2016
Q2 | $573 | Hold |
12,100
| – | – | 0.16% | 55 |
|
|
2016
Q1 | $585K | Buy |
+12,100
| New | +$585K | 0.28% | 52 |
|
|
2014
Q1 | – | Sell |
-5,100
| Closed | -$231K | – | 113 |
|
|
2013
Q4 | $231K | Hold |
5,100
| – | – | 0.09% | 89 |
|
|
2013
Q3 | $211K | Sell |
5,100
-10,300
| -67% | -$426K | 0.09% | 99 |
|
|
2013
Q2 | $635K | Buy |
+15,400
| New | +$635K | 0.28% | 50 |
|