Hefty Wealth Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $7K | Sell |
140
-15,132
| -99% | -$757K | ﹤0.01% | 197 |
|
|
2017
Q4 | $927K | Buy |
15,272
+15,132
| +10,809% | +$919K | 0.57% | 54 |
|
|
2017
Q3 | $8K | Hold |
140
| – | – | 0.01% | 187 |
|
|
2017
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 179 |
|
|
2017
Q1 | $7K | Hold |
140
| – | – | 0.01% | 185 |
|
|
2016
Q4 | $7K | Sell |
140
-27,315
| -99% | -$1.37M | 0.01% | 179 |
|
|
2016
Q3 | $1.22M | Sell |
27,455
-8,219
| -23% | -$364K | 0.92% | 32 |
|
|
2016
Q2 | $1.69M | Buy |
35,674
+9,587
| +37% | +$454K | 1.39% | 24 |
|
|
2016
Q1 | $1.26M | Buy |
26,087
+1,948
| +8% | +$94.2K | 1.18% | 29 |
|
|
2015
Q4 | $1.31M | Buy |
+24,139
| New | +$1.31M | 1.25% | 24 |
|