D.B. Root & Company’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 |
-18,060
| Closed | -$873K | – | 210 |
|
|
2019
Q1 | $873K | Buy |
18,060
+1,223
| +7% | +$59.1K | 0.37% | 78 |
|
|
2018
Q4 | $776K | Sell |
16,837
-915
| -5% | -$42.2K | 0.39% | 81 |
|
|
2018
Q3 | $933K | Sell |
17,752
-394
| -2% | -$20.7K | 0.41% | 79 |
|
|
2018
Q2 | $1.01M | Sell |
18,146
-62
| -0.3% | -$3.44K | 0.47% | 66 |
|
|
2018
Q1 | $954K | Buy |
18,208
+4,400
| +32% | +$231K | 0.5% | 64 |
|
|
2017
Q4 | $838K | Buy |
+13,808
| New | +$838K | 0.72% | 43 |
|