Hobart Private Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,481
| Closed | -$266K | – | 44 |
|
|
2022
Q1 | $266K | Hold |
5,481
| – | – | 0.1% | 34 |
|
|
2021
Q4 | $263K | Sell |
5,481
-290
| -5% | -$13.9K | 0.1% | 36 |
|
|
2021
Q3 | $268K | Sell |
5,771
-32
| -0.6% | -$1.49K | 0.11% | 86 |
|
|
2021
Q2 | $263K | Sell |
5,803
-29
| -0.5% | -$1.31K | 0.11% | 111 |
|
|
2021
Q1 | $228K | Buy |
+5,832
| New | +$228K | 0.09% | 125 |
|