FG
FSI Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-610
| Closed | -$18K | – | 20 |
|
|
2020
Q1 | $18K | Sell |
610
-7,978
| -93% | -$235K | 0.46% | 11 |
|
|
2019
Q4 | $462K | Sell |
8,588
-122,128
| -93% | -$6.57M | 0.59% | 21 |
|
|
2019
Q3 | $6.59M | Sell |
130,716
-30,687
| -19% | -$1.55M | 9.1% | 2 |
|
|
2019
Q2 | $7.64M | Buy |
161,403
+51,611
| +47% | +$2.44M | 9.07% | 1 |
|
|
2019
Q1 | $5.31M | Sell |
109,792
-32
| -0% | -$1.55K | 5.72% | 7 |
|
|
2018
Q4 | $5.06M | Buy |
+109,824
| New | +$5.06M | 6.45% | 5 |
|
|
2018
Q1 | – | Sell |
-2,724
| Closed | -$165K | – | 40 |
|
|
2017
Q4 | $165K | Buy |
+2,724
| New | +$165K | 0.14% | 32 |
|
|
2016
Q1 | – | Sell |
-108,558
| Closed | -$5.9M | – | 65 |
|
|
2015
Q4 | $5.9M | Sell |
108,558
-1,995
| -2% | -$108K | 2.42% | 12 |
|
|
2015
Q3 | $5.68M | Buy |
+110,553
| New | +$5.68M | 2.51% | 9 |
|
|
2014
Q4 | – | Sell |
-47,851
| Closed | -$2.48M | – | 73 |
|
|
2014
Q3 | $2.48M | Buy |
+47,851
| New | +$2.48M | 0.92% | 34 |
|