First Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $511K | Sell |
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|
2017
Q4 | $724K | Hold |
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|
2017
Q3 | $658K | Hold |
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|
2017
Q2 | $661K | Sell |
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|
2017
Q1 | $815K | Sell |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.41M | Sell |
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|
2015
Q3 | $2.9M | Sell |
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|
2015
Q2 | $3.24M | Sell |
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|
2015
Q1 | $3.28M | Buy |
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|
2014
Q4 | $264K | Buy |
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|
2014
Q3 | $207K | Buy |
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