Kavar Capital Partners Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,360
| Closed | -$235K | – | 136 |
|
|
2019
Q4 | $235K | Hold |
4,360
| – | – | 0.09% | 120 |
|
|
2019
Q3 | $220K | Sell |
4,360
-175
| -4% | -$8.83K | 0.09% | 125 |
|
|
2019
Q2 | $215K | Buy |
+4,535
| New | +$215K | 0.08% | 118 |
|
|
2018
Q3 | – | Sell |
-3,270
| Closed | -$181K | – | 385 |
|
|
2018
Q2 | $181K | Sell |
3,270
-457
| -12% | -$25.3K | 0.09% | 113 |
|
|
2018
Q1 | $195K | Buy |
+3,727
| New | +$195K | 0.1% | 104 |
|
|
2016
Q1 | – | Sell |
-2,799
| Closed | -$152K | – | 396 |
|
|
2015
Q4 | $152K | Buy |
2,799
+4
| +0.1% | +$217 | 0.1% | 115 |
|
|
2015
Q3 | $143K | Buy |
2,795
+152
| +6% | +$7.78K | 0.1% | 117 |
|
|
2015
Q2 | $148K | Buy |
+2,643
| New | +$148K | 0.1% | 130 |
|
|
2014
Q2 | – | Sell |
-2,554
| Closed | -$127K | – | 446 |
|
|
2014
Q1 | $127K | Buy |
2,554
+2
| +0.1% | +$99 | 0.11% | 145 |
|
|
2013
Q4 | $115K | Buy |
+2,552
| New | +$115K | 0.1% | 143 |
|