Hayden Royal’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,040
| Closed | -$204K | – | 249 |
|
|
2019
Q3 | $204K | Sell |
4,040
-868
| -18% | -$43.8K | 0.18% | 154 |
|
|
2019
Q2 | $231K | Buy |
+4,908
| New | +$231K | 0.25% | 126 |
|
|
2019
Q1 | – | Sell |
-5,000
| Closed | -$230K | – | 217 |
|
|
2018
Q4 | $230K | Buy |
+5,000
| New | +$230K | 0.12% | 169 |
|