MD Financial Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-105
| Closed | -$5K | – | 323 |
|
|
2021
Q3 | $5K | Sell |
105
-225
| -68% | -$10.7K | ﹤0.01% | 294 |
|
|
2021
Q2 | $15K | Sell |
330
-90,045
| -100% | -$4.09M | ﹤0.01% | 283 |
|
|
2021
Q1 | $3.53M | Buy |
90,375
+90,270
| +85,971% | +$3.53M | 0.1% | 78 |
|
|
2020
Q4 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 121 |
|