DPA
Delphi Private Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $10K | Hold |
216
| – | – | 0.05% | 37 |
|
|
2019
Q1 | $10K | Hold |
216
| – | – | 0.05% | 29 |
|
|
2018
Q4 | $10K | Hold |
216
| – | – | 0.06% | 35 |
|
|
2018
Q3 | $11K | Hold |
216
| – | – | 0.04% | 57 |
|
|
2018
Q2 | $12K | Hold |
216
| – | – | 0.04% | 63 |
|
|
2018
Q1 | $11K | Sell |
216
-2,246
| -91% | -$114K | 0.04% | 63 |
|
|
2017
Q4 | $149K | Buy |
2,462
+2,006
| +440% | +$121K | 0.37% | 26 |
|
|
2017
Q3 | $25K | Sell |
456
-1,561
| -77% | -$85.6K | 0.07% | 57 |
|
|
2017
Q2 | $100K | Buy |
2,017
+1,461
| +263% | +$72.4K | 0.2% | 21 |
|
|
2017
Q1 | $31K | Sell |
556
-530
| -49% | -$29.6K | 0.06% | 49 |
|
|
2016
Q4 | $60K | Hold |
1,086
| – | – | 0.11% | 36 |
|
|
2016
Q3 | $48K | Sell |
1,086
-380
| -26% | -$16.8K | 0.08% | 37 |
|
|
2016
Q2 | $69K | Sell |
1,466
-95
| -6% | -$4.47K | 0.13% | 35 |
|
|
2016
Q1 | $75K | Sell |
1,561
-384
| -20% | -$18.5K | 0.13% | 36 |
|
|
2015
Q4 | $106K | Buy |
+1,945
| New | +$106K | 0.18% | 32 |
|