FNY Managed Accounts’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 | $108K | Buy |
+2,065
| New | +$108K | 0.13% | 62 |
|
2017
Q4 | – | Sell |
-60
| Closed | -$3K | – | 811 |
|
2017
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 527 |
|
2016
Q3 | – | Sell |
-5,550
| Closed | -$263K | – | 420 |
|
2016
Q2 | $263K | Buy |
+5,550
| New | +$263K | 0.24% | 57 |
|
2016
Q1 | – | Sell |
-6,000
| Closed | -$326K | – | 321 |
|
2015
Q4 | $326K | Buy |
6,000
+720
| +14% | +$39.1K | 1.61% | 16 |
|
2015
Q3 | $271K | Sell |
5,280
-720
| -12% | -$37K | 0.76% | 32 |
|
2015
Q2 | $337K | Buy |
+6,000
| New | +$337K | 0.4% | 54 |
|