D. Scott Neal’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-253
| Closed | -$13K | – | 160 |
|
|
2018
Q1 | $13K | Hold |
253
| – | – | 0.01% | 121 |
|
|
2017
Q4 | $15K | Hold |
253
| – | – | 0.01% | 121 |
|
|
2017
Q3 | $14K | Buy |
253
+76
| +43% | +$4.21K | 0.01% | 124 |
|
|
2017
Q2 | $10K | Hold |
177
| – | – | 0.01% | 143 |
|
|
2017
Q1 | $10K | Hold |
177
| – | – | 0.01% | 118 |
|
|
2016
Q4 | $10K | Hold |
177
| – | – | 0.01% | 118 |
|
|
2016
Q3 | $8K | Hold |
177
| – | – | 0.01% | 119 |
|
|
2016
Q2 | $8K | Hold |
177
| – | – | 0.01% | 116 |
|
|
2016
Q1 | $9K | Hold |
177
| – | – | 0.01% | 103 |
|
|
2015
Q4 | $10K | Buy |
+177
| New | +$10K | 0.01% | 100 |
|