Glovista Investments’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 |
-9,984
| Closed | -$525K | – | 108 |
|
|
2018
Q3 | $525K | Buy |
9,984
+10
| +0.1% | +$526 | 0.14% | 72 |
|
|
2018
Q2 | $553K | Buy |
9,974
+10
| +0.1% | +$554 | 0.14% | 73 |
|
|
2018
Q1 | $522K | Sell |
9,964
-5,590
| -36% | -$293K | 0.12% | 61 |
|
|
2017
Q4 | $944K | Buy |
15,554
+1,809
| +13% | +$110K | 0.19% | 51 |
|
|
2017
Q3 | $758K | Buy |
13,745
+5,061
| +58% | +$279K | 0.14% | 64 |
|
|
2017
Q2 | $481K | Buy |
+8,684
| New | +$481K | 0.11% | 78 |
|