Empire Life Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-118,116
| Closed | -$4.62M | – | 112 |
|
|
2021
Q1 | $4.62M | Buy |
+118,116
| New | +$4.62M | 0.32% | 64 |
|
|
2018
Q3 | – | Sell |
-624,592
| Closed | -$34.6M | – | 105 |
|
|
2018
Q2 | $34.6M | Buy |
624,592
+129,151
| +26% | +$7.16M | 2.49% | 7 |
|
|
2018
Q1 | $26M | Sell |
495,441
-10,716
| -2% | -$562K | 1.84% | 18 |
|
|
2017
Q4 | $30.7M | Sell |
506,157
-194,030
| -28% | -$11.8M | 2.37% | 8 |
|
|
2017
Q3 | $38.6M | Sell |
700,187
-258,224
| -27% | -$14.2M | 3.12% | 5 |
|
|
2017
Q2 | $53.1M | Sell |
958,411
-311,574
| -25% | -$17.3M | 4.63% | 1 |
|
|
2017
Q1 | $63.8M | Sell |
1,269,985
-451,373
| -26% | -$22.7M | 6.22% | 1 |
|
|
2016
Q4 | $93.9M | Buy |
+1,721,358
| New | +$93.9M | 7.61% | 1 |
|