Members Capital Advisors Inc’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 |
-36,100
| Closed | -$1.68M | – | 72 |
|
|
2021
Q3 | $1.68M | Hold |
36,100
| – | – | 0.91% | 37 |
|
|
2021
Q2 | $1.64M | Hold |
36,100
| – | – | 1.01% | 30 |
|
|
2021
Q1 | $1.41M | Hold |
36,100
| – | – | 1.08% | 38 |
|
|
2020
Q4 | $1.09M | Hold |
36,100
| – | – | 0.92% | 37 |
|
|
2020
Q3 | $849K | Buy |
+36,100
| New | +$849K | 0.8% | 42 |
|
|
2020
Q1 | – | Sell |
-26,100
| Closed | -$1.4M | – | 47 |
|
|
2019
Q4 | $1.4M | Buy |
+26,100
| New | +$1.4M | 1.07% | 37 |
|