DDD Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-181,331
| Closed | -$8.58M | – | 51 |
|
|
2019
Q2 | $8.58M | Buy |
181,331
+116,935
| +182% | +$5.53M | 2.74% | 18 |
|
|
2019
Q1 | $3.11M | Buy |
64,396
+2,728
| +4% | +$132K | 1.07% | 29 |
|
|
2018
Q4 | $2.84M | Buy |
61,668
+444
| +0.7% | +$20.5K | 1.06% | 32 |
|
|
2018
Q3 | $3.22M | Buy |
61,224
+36
| +0.1% | +$1.89K | 1.14% | 32 |
|
|
2018
Q2 | $3.39M | Buy |
61,188
+1,308
| +2% | +$72.5K | 1.38% | 30 |
|
|
2018
Q1 | $3.14M | Buy |
59,880
+1,587
| +3% | +$83.2K | 1.26% | 33 |
|
|
2017
Q4 | $3.54M | Buy |
+58,293
| New | +$3.54M | 1.38% | 32 |
|