Evelyn V. Moreno’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,125
| Closed | -$208K | – | 67 |
|
|
2019
Q3 | $208K | Sell |
4,125
-61,704
| -94% | -$3.11M | 0.06% | 65 |
|
|
2019
Q2 | $3.12M | Sell |
65,829
-11,720
| -15% | -$555K | 0.95% | 42 |
|
|
2019
Q1 | $3.75M | Sell |
77,549
-1,955
| -2% | -$94.5K | 1.11% | 38 |
|
|
2018
Q4 | $3.66M | Sell |
79,504
-24,454
| -24% | -$1.13M | 1.21% | 37 |
|
|
2018
Q3 | $5.46M | Sell |
103,958
-3,882
| -4% | -$204K | 1.53% | 35 |
|
|
2018
Q2 | $5.98M | Sell |
107,840
-16,400
| -13% | -$909K | 1.74% | 32 |
|
|
2018
Q1 | $6.51M | Sell |
124,240
-385
| -0.3% | -$20.2K | 1.99% | 21 |
|
|
2017
Q4 | $7.56M | Sell |
124,625
-7,110
| -5% | -$431K | 2.29% | 14 |
|
|
2017
Q3 | $7.27M | Sell |
131,735
-520
| -0.4% | -$28.7K | 2.17% | 17 |
|
|
2017
Q2 | $7.33M | Sell |
132,255
-1,275
| -1% | -$70.6K | 2.25% | 15 |
|
|
2017
Q1 | $7.43M | Buy |
133,530
+15,300
| +13% | +$852K | 2.26% | 15 |
|
|
2016
Q4 | $6.52M | Sell |
118,230
-425
| -0.4% | -$23.4K | 2.35% | 14 |
|
|
2016
Q3 | $5.25M | Buy |
118,655
+1,390
| +1% | +$61.5K | 1.93% | 21 |
|
|
2016
Q2 | $5.55M | Buy |
117,265
+12,325
| +12% | +$583K | 2.11% | 17 |
|
|
2016
Q1 | $5.08M | Buy |
104,940
+1,370
| +1% | +$66.3K | 1.96% | 16 |
|
|
2015
Q4 | $5.63M | Buy |
103,570
+22,685
| +28% | +$1.23M | 2.35% | 7 |
|
|
2015
Q3 | $4.15M | Sell |
80,885
-1,330
| -2% | -$68.3K | 1.78% | 22 |
|
|
2015
Q2 | $4.62M | Sell |
82,215
-565
| -0.7% | -$31.8K | 1.84% | 17 |
|
|
2015
Q1 | $4.5M | Sell |
82,780
-3,710
| -4% | -$202K | 1.7% | 23 |
|
|
2014
Q4 | $4.74M | Buy |
86,490
+23,070
| +36% | +$1.26M | 1.74% | 19 |
|
|
2014
Q3 | $3.29M | Sell |
63,420
-1,725
| -3% | -$89.5K | 1.26% | 45 |
|
|
2014
Q2 | $3.42M | Buy |
65,145
+5,160
| +9% | +$271K | 1.29% | 43 |
|
|
2014
Q1 | $2.98M | Sell |
59,985
-150
| -0.2% | -$7.46K | 1.17% | 46 |
|
|
2013
Q4 | $2.73M | Buy |
+60,135
| New | +$2.73M | 1.13% | 48 |
|