Lau Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $356K | Sell |
6,612
-168
| -2% | -$9.05K | 0.18% | 74 |
|
|
2019
Q3 | $342K | Buy |
6,780
+393
| +6% | +$19.8K | 0.18% | 74 |
|
|
2019
Q2 | $302K | Hold |
6,387
| – | – | 0.14% | 78 |
|
|
2019
Q1 | $309K | Sell |
6,387
-14,561
| -70% | -$704K | 0.16% | 76 |
|
|
2018
Q4 | $965K | Buy |
20,948
+12,557
| +150% | +$578K | 0.54% | 49 |
|
|
2018
Q3 | $441K | Buy |
+8,391
| New | +$441K | 0.25% | 64 |
|