Inlet Private Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,263
| Closed | -$340K | – | 132 |
|
|
2020
Q2 | $340K | Hold |
13,263
| – | – | 0.14% | 104 |
|
|
2020
Q1 | $381K | Hold |
13,263
| – | – | 0.18% | 92 |
|
|
2019
Q4 | $714K | Sell |
13,263
-256
| -2% | -$13.8K | 0.24% | 85 |
|
|
2019
Q3 | $682K | Sell |
13,519
-16,678
| -55% | -$841K | 0.25% | 83 |
|
|
2019
Q2 | $1.43M | Buy |
30,197
+907
| +3% | +$43K | 0.51% | 58 |
|
|
2019
Q1 | $1.42M | Buy |
29,290
+5,800
| +25% | +$280K | 0.57% | 57 |
|
|
2018
Q4 | $1.08M | Buy |
+23,490
| New | +$1.08M | 0.58% | 48 |
|