Donald L. Hagan LLC’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 |
-51,679
| Closed | -$2.53M | – | 103 |
|
2019
Q4 | $2.53M | Buy |
+51,679
| New | +$2.53M | 2.2% | 9 |
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$48K | – | 306 |
|
2016
Q1 | $48K | Buy |
+1,000
| New | +$48K | 0.04% | 142 |
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$62K | – | 302 |
|
2015
Q3 | $62K | Buy |
+1,200
| New | +$62K | 0.06% | 125 |
|