Mitsubishi UFJ Securities’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,040
| Closed | -$144K | – | 207 |
|
|
2019
Q2 | $144K | Buy |
+3,040
| New | +$144K | 0.48% | 58 |
|
|
2018
Q4 | – | Sell |
-940
| Closed | -$49K | – | 218 |
|
|
2018
Q3 | $49K | Hold |
940
| – | – | 0.16% | 106 |
|
|
2018
Q2 | $52K | Hold |
940
| – | – | 0.19% | 97 |
|
|
2018
Q1 | $49K | Hold |
940
| – | – | 0.19% | 110 |
|
|
2017
Q4 | $57K | Buy |
940
+430
| +84% | +$26.1K | 0.24% | 104 |
|
|
2017
Q3 | $28K | Hold |
510
| – | – | 0.13% | 130 |
|
|
2017
Q2 | $28K | Sell |
510
-980
| -66% | -$53.8K | 0.15% | 120 |
|
|
2017
Q1 | $83K | Sell |
1,490
-1,190
| -44% | -$66.3K | 0.45% | 50 |
|
|
2016
Q4 | $148K | Buy |
2,680
+2,380
| +793% | +$131K | 0.84% | 21 |
|
|
2016
Q3 | $13K | Hold |
300
| – | – | 0.07% | 156 |
|
|
2016
Q2 | $14K | Sell |
300
-300
| -50% | -$14K | 0.02% | 165 |
|
|
2016
Q1 | $29K | Sell |
600
-210
| -26% | -$10.2K | 0.04% | 135 |
|
|
2015
Q4 | $44K | Buy |
810
+290
| +56% | +$15.8K | 0.07% | 104 |
|
|
2015
Q3 | $27K | Sell |
520
-880
| -63% | -$45.7K | 0.19% | 106 |
|
|
2015
Q2 | $79K | Sell |
1,400
-870
| -38% | -$49.1K | 0.53% | 30 |
|
|
2015
Q1 | $123K | Buy |
+2,270
| New | +$123K | 0.32% | 17 |
|