Dynamic Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $584K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $2.46M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $730K | Sell |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $658K | Sell |
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|
2017
Q1 | $1.89M | Sell |
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|
2016
Q4 | $4.35M | Buy |
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|
2016
Q3 | $930K | Sell |
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|
2016
Q2 | $2.19M | Sell |
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|
2016
Q1 | $5.87M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $393K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $533K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.26M | Buy |
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