Eliot Finkel Investment Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-99,870
| Closed | -$6.06M | – | 38 |
|
|
2017
Q4 | $6.06M | Sell |
99,870
-340
| -0.3% | -$20.6K | 3.99% | 6 |
|
|
2017
Q3 | $5.53M | Sell |
100,210
-1,860
| -2% | -$103K | 3.95% | 9 |
|
|
2017
Q2 | $5.66M | Sell |
102,070
-20
| -0% | -$1.11K | 4.15% | 4 |
|
|
2017
Q1 | $5.68M | Sell |
102,090
-70
| -0.1% | -$3.9K | 4.36% | 4 |
|
|
2016
Q4 | $5.63M | Sell |
102,160
-530
| -0.5% | -$29.2K | 4.77% | 6 |
|
|
2016
Q3 | $4.55M | Buy |
+102,690
| New | +$4.55M | 4.09% | 10 |
|