Johnson Financial Group LLC (Colorado)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $433K | Sell |
8,269
-960
| -10% | -$50.3K | 0.36% | 17 |
|
|
2017
Q4 | $560K | Sell |
9,229
-920
| -9% | -$55.8K | 0.42% | 21 |
|
|
2017
Q3 | $559K | Buy |
10,149
+761
| +8% | +$41.9K | 0.47% | 14 |
|
|
2017
Q2 | $520K | Sell |
9,388
-9
| -0.1% | -$499 | 0.44% | 15 |
|
|
2017
Q1 | $523K | Sell |
9,397
-5,934
| -39% | -$330K | 0.6% | 15 |
|
|
2016
Q4 | $845K | Buy |
+15,331
| New | +$845K | 0.68% | 22 |
|