Miramar Capital’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 |
-4,555
| Closed | -$215K | – | 53 |
|
|
2019
Q4 | $215K | Sell |
4,555
-787
| -15% | -$37.1K | 0.13% | 51 |
|
|
2019
Q3 | $270K | Buy |
5,342
+57
| +1% | +$2.88K | 0.18% | 45 |
|
|
2019
Q2 | $254K | Sell |
5,285
-7,000
| -57% | -$336K | 0.18% | 49 |
|
|
2019
Q1 | $594K | Hold |
12,285
| – | – | 0.45% | 31 |
|
|
2018
Q4 | $603K | Buy |
+12,285
| New | +$603K | 0.47% | 30 |
|