Horan Capital 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 |
-569
| Closed | -$13K | – | 282 |
|
|
2020
Q3 | $13K | Buy |
+569
| New | +$13K | 0.01% | 237 |
|
|
2020
Q1 | – | Sell |
-495
| Closed | -$27K | – | 257 |
|
|
2019
Q4 | $27K | Hold |
495
| – | – | 0.02% | 183 |
|
|
2019
Q3 | $25K | Buy |
+495
| New | +$25K | 0.02% | 189 |
|
|
2019
Q2 | – | Sell |
-555
| Closed | -$27K | – | 247 |
|
|
2019
Q1 | $27K | Buy |
+555
| New | +$27K | 0.02% | 172 |
|
|
2017
Q4 | – | Sell |
-955
| Closed | -$53K | – | 281 |
|
|
2017
Q3 | $53K | Buy |
+955
| New | +$53K | 0.03% | 145 |
|