Karp Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-40
| Closed | -$2K | – | 375 |
|
|
2018
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 349 |
|
|
2016
Q2 | – | Sell |
-37,842
| Closed | -$1.83M | – | 90 |
|
|
2016
Q1 | $1.83M | Sell |
37,842
-11,040
| -23% | -$534K | 1.26% | 40 |
|
|
2015
Q4 | $2.66M | Buy |
48,882
+44,985
| +1,154% | +$2.45M | 1.54% | 28 |
|
|
2015
Q3 | $200K | Buy |
3,897
+850
| +28% | +$43.6K | 0.14% | 91 |
|
|
2015
Q2 | $171K | Buy |
3,047
+300
| +11% | +$16.8K | 0.12% | 101 |
|
|
2015
Q1 | $149K | Sell |
2,747
-195
| -7% | -$10.6K | 0.1% | 111 |
|
|
2014
Q4 | $161K | Buy |
+2,942
| New | +$161K | 0.12% | 114 |
|