HEIP
Hudson Edge Investment Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-132,962
| Closed | -$3.82M | – | 138 |
|
|
2020
Q1 | $3.82M | Buy |
132,962
+12,167
| +10% | +$349K | 1.45% | 40 |
|
|
2019
Q4 | $6.5M | Buy |
120,795
+3,135
| +3% | +$169K | 1.71% | 28 |
|
|
2019
Q3 | $5.94M | Buy |
+117,660
| New | +$5.94M | 1.67% | 27 |
|
|
2018
Q3 | – | Sell |
-194,581
| Closed | -$10.8M | – | 156 |
|
|
2018
Q2 | $10.8M | Sell |
194,581
-43,658
| -18% | -$2.42M | 2.01% | 11 |
|
|
2018
Q1 | $12.5M | Buy |
+238,239
| New | +$12.5M | 1.89% | 29 |
|
|
2013
Q3 | – | Sell |
-5,170
| Closed | -$213K | – | 146 |
|
|
2013
Q2 | $213K | Buy |
+5,170
| New | +$213K | 0.01% | 140 |
|