Edge Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.94M | Sell |
35,063
-13,285
| -27% | -$736K | 0.17% | 122 |
|
|
2018
Q1 | $2.53M | Buy |
48,348
+10,806
| +29% | +$566K | 0.24% | 101 |
|
|
2017
Q4 | $2.28M | Sell |
37,542
-86
| -0.2% | -$5.21K | 0.22% | 107 |
|
|
2017
Q3 | $2.07M | Sell |
37,628
-3,041
| -7% | -$168K | 0.23% | 101 |
|
|
2017
Q2 | $2.25M | Sell |
40,669
-92,116
| -69% | -$5.1M | 0.26% | 96 |
|
|
2017
Q1 | $7.39M | Buy |
132,785
+2,106
| +2% | +$117K | 0.9% | 23 |
|
|
2016
Q4 | $7.2M | Buy |
+130,679
| New | +$7.2M | 0.93% | 18 |
|