Menard Financial 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
Q4 | – | Sell |
-14,613
| Closed | -$344K | – | 157 |
|
|
2020
Q3 | $344K | Sell |
14,613
-3,607
| -20% | -$84.9K | 0.4% | 69 |
|
|
2020
Q2 | $466K | Buy |
+18,220
| New | +$466K | 0.58% | 37 |
|
|
2020
Q1 | – | Sell |
-12,900
| Closed | -$694K | – | 119 |
|
|
2019
Q4 | $694K | Buy |
+12,900
| New | +$694K | 0.67% | 49 |
|