I2I
Insight 2811 Inc’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,858
| Closed | -$477K | – | 95 |
|
|
2019
Q4 | $477K | Sell |
8,858
-1,046
| -11% | -$56.3K | 0.31% | 44 |
|
|
2019
Q3 | $500K | Buy |
9,904
+60
| +0.6% | +$3.03K | 0.35% | 44 |
|
|
2019
Q2 | $469K | Buy |
9,844
+587
| +6% | +$28K | 0.34% | 51 |
|
|
2019
Q1 | $447K | Buy |
9,257
+566
| +7% | +$27.3K | 0.34% | 49 |
|
|
2018
Q4 | $400K | Sell |
8,691
-285
| -3% | -$13.1K | 0.34% | 53 |
|
|
2018
Q3 | $472K | Buy |
8,976
+795
| +10% | +$41.8K | 0.32% | 58 |
|
|
2018
Q2 | $454K | Buy |
8,181
+88
| +1% | +$4.88K | 0.31% | 51 |
|
|
2018
Q1 | $424K | Buy |
8,093
+490
| +6% | +$25.7K | 0.3% | 50 |
|
|
2017
Q4 | $461K | Sell |
7,603
-241
| -3% | -$14.6K | 0.34% | 51 |
|
|
2017
Q3 | $433K | Buy |
7,844
+689
| +10% | +$38K | 0.32% | 50 |
|
|
2017
Q2 | $396K | Buy |
7,155
+378
| +6% | +$20.9K | 0.3% | 54 |
|
|
2017
Q1 | $377K | Buy |
6,777
+551
| +9% | +$30.7K | 0.29% | 54 |
|
|
2016
Q4 | $343K | Buy |
6,226
+546
| +10% | +$30.1K | 0.28% | 51 |
|
|
2016
Q3 | $252K | Sell |
5,680
-1,180
| -17% | -$52.4K | 0.16% | 76 |
|
|
2016
Q2 | $325K | Hold |
6,860
| – | – | 0.13% | 94 |
|
|
2016
Q1 | $332K | Hold |
6,860
| – | – | 0.13% | 92 |
|
|
2015
Q4 | $373K | Buy |
6,860
+2,600
| +61% | +$141K | 0.18% | 80 |
|
|
2015
Q3 | $219K | Hold |
4,260
| – | – | 0.13% | 93 |
|
|
2015
Q2 | $240K | Hold |
4,260
| – | – | 0.11% | 100 |
|
|
2015
Q1 | $232K | Hold |
4,260
| – | – | 0.11% | 103 |
|
|
2014
Q4 | $234K | Hold |
4,260
| – | – | 0.11% | 95 |
|
|
2014
Q3 | $221K | Hold |
4,260
| – | – | 0.09% | 109 |
|
|
2014
Q2 | $224K | Hold |
4,260
| – | – | 0.09% | 107 |
|
|
2014
Q1 | $212K | Buy |
+4,260
| New | +$212K | 0.09% | 109 |
|