Donoghue Forlines’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-247,470
| Closed | -$13M | – | 154 |
|
|
2018
Q3 | $13M | Sell |
247,470
-43,101
| -15% | -$2.27M | 1.01% | 52 |
|
|
2018
Q2 | $16.1M | Sell |
290,571
-16,735
| -5% | -$928K | 1.33% | 30 |
|
|
2018
Q1 | $16.1M | Buy |
307,306
+11,404
| +4% | +$598K | 1.4% | 48 |
|
|
2017
Q4 | $18M | Buy |
+295,902
| New | +$18M | 1.36% | 34 |
|