Halsey Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $262K | Buy |
+5,201
| New | +$262K | 0.04% | 93 |
|
|
2019
Q2 | – | Sell |
-9,401
| Closed | -$454K | – | 103 |
|
|
2019
Q1 | $454K | Hold |
9,401
| – | – | 0.07% | 84 |
|
|
2018
Q4 | $433K | Buy |
+9,401
| New | +$433K | 0.08% | 83 |
|
|
2018
Q2 | – | Sell |
-9,401
| Closed | -$493K | – | 102 |
|
|
2018
Q1 | $493K | Sell |
9,401
-100
| -1% | -$5.24K | 0.09% | 83 |
|
|
2017
Q4 | $576K | Buy |
+9,501
| New | +$576K | 0.1% | 80 |
|