Lehman & Derafelo Financial Resources’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 |
-6,070
| Closed | -$327K | – | 215 |
|
|
2019
Q4 | $327K | Buy |
6,070
+330
| +6% | +$17.8K | 0.12% | 76 |
|
|
2019
Q3 | $290K | Sell |
5,740
-3,200
| -36% | -$162K | 0.11% | 78 |
|
|
2019
Q2 | $427K | Buy |
8,940
+3,000
| +51% | +$143K | 0.17% | 58 |
|
|
2019
Q1 | $287K | Hold |
5,940
| – | – | 0.12% | 74 |
|
|
2018
Q4 | $274K | Buy |
+5,940
| New | +$274K | 0.14% | 68 |
|