Global Financial Private Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,924
| Closed | -$259K | – | 521 |
|
|
2018
Q3 | $259K | Sell |
4,924
-2,106
| -30% | -$111K | 0.01% | 465 |
|
|
2018
Q2 | $390K | Sell |
7,030
-8,906
| -56% | -$494K | 0.01% | 418 |
|
|
2018
Q1 | $835K | Sell |
15,936
-5,876
| -27% | -$308K | 0.03% | 284 |
|
|
2017
Q4 | $1.32M | Sell |
21,812
-867
| -4% | -$52.6K | 0.05% | 217 |
|
|
2017
Q3 | $1.25M | Buy |
+22,679
| New | +$1.25M | 0.04% | 225 |
|