Greytown Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,184
| Closed | -$333K | – | 97 |
|
|
2020
Q3 | $333K | Sell |
14,184
-2,102
| -13% | -$49.3K | 0.27% | 63 |
|
|
2020
Q2 | $417K | Sell |
16,286
-8,258
| -34% | -$211K | 0.39% | 41 |
|
|
2020
Q1 | $704K | Buy |
24,544
+6,375
| +35% | +$183K | 0.7% | 33 |
|
|
2019
Q4 | $977K | Sell |
18,169
-188
| -1% | -$10.1K | 0.69% | 33 |
|
|
2019
Q3 | $926K | Buy |
18,357
+1,073
| +6% | +$54.1K | 0.69% | 31 |
|
|
2019
Q2 | $818K | Buy |
17,284
+277
| +2% | +$13.1K | 0.58% | 37 |
|
|
2019
Q1 | $822K | Hold |
17,007
| – | – | 0.59% | 41 |
|
|
2018
Q4 | $784K | Buy |
17,007
+454
| +3% | +$20.9K | 0.56% | 42 |
|
|
2018
Q3 | $870K | Sell |
16,553
-3,154
| -16% | -$166K | 0.57% | 42 |
|
|
2018
Q2 | $1.09M | Buy |
19,707
+1,528
| +8% | +$84.7K | 0.51% | 33 |
|
|
2018
Q1 | $953K | Buy |
18,179
+1,682
| +10% | +$88.2K | 0.48% | 45 |
|
|
2017
Q4 | $1M | Buy |
16,497
+3,062
| +23% | +$186K | 0.51% | 43 |
|
|
2017
Q3 | $741K | Buy |
13,435
+4,058
| +43% | +$224K | 0.43% | 46 |
|
|
2017
Q2 | $520K | Buy |
9,377
+3,703
| +65% | +$205K | 0.42% | 35 |
|
|
2017
Q1 | $316K | Buy |
5,674
+494
| +10% | +$27.5K | 0.28% | 53 |
|
|
2016
Q4 | $285K | Buy |
+5,180
| New | +$285K | 0.27% | 55 |
|