Davis Rea’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-55,251
| Closed | -$2.97M | – | 51 |
|
|
2019
Q4 | $2.97M | Buy |
55,251
+1,172
| +2% | +$63.1K | 2.03% | 22 |
|
|
2019
Q3 | $2.73M | Sell |
54,079
-30,935
| -36% | -$1.56M | 2% | 22 |
|
|
2019
Q2 | $4.02M | Buy |
85,014
+1,548
| +2% | +$73.3K | 2.32% | 17 |
|
|
2019
Q1 | $4.03M | Buy |
83,466
+567
| +0.7% | +$27.4K | 2.37% | 18 |
|
|
2018
Q4 | $3.82M | Buy |
82,899
+21,025
| +34% | +$969K | 2.53% | 19 |
|
|
2018
Q3 | $3.25M | Buy |
61,874
+18,055
| +41% | +$949K | 1.84% | 24 |
|
|
2018
Q2 | $2.43M | Buy |
43,819
+3,050
| +7% | +$169K | 1.6% | 25 |
|
|
2018
Q1 | $2.14M | Sell |
40,769
-21,746
| -35% | -$1.14M | 1.36% | 25 |
|
|
2017
Q4 | $3.79M | Buy |
62,515
+43,390
| +227% | +$2.63M | 2.1% | 22 |
|
|
2017
Q3 | $1.06M | Buy |
+19,125
| New | +$1.06M | 0.62% | 34 |
|