Nicola Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-24,689
| Closed | -$1.65M | – | 103 |
|
|
2019
Q3 | $1.65M | Hold |
24,689
| – | – | 0.26% | 83 |
|
|
2019
Q2 | $1.53M | Hold |
24,689
| – | – | 0.25% | 83 |
|
|
2019
Q1 | $1.59M | Hold |
24,689
| – | – | 0.24% | 93 |
|
|
2018
Q4 | $1.55M | Sell |
24,689
-65,000
| -72% | -$4.09M | 0.26% | 94 |
|
|
2018
Q3 | $5.09M | Buy |
89,689
+23,232
| +35% | +$1.32M | 0.87% | 48 |
|
|
2018
Q2 | $4.18M | Sell |
66,457
-13,000
| -16% | -$818K | 0.81% | 44 |
|
|
2018
Q1 | $4.16M | Buy |
+79,457
| New | +$4.16M | 0.84% | 51 |
|