Orser Capital Management’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 |
-4,000
| Closed | -$214K | – | 84 |
|
|
2019
Q4 | $214K | Hold |
4,000
| – | – | 0.21% | 79 |
|
|
2019
Q3 | $200K | Buy |
+4,000
| New | +$200K | 0.23% | 68 |
|
|
2019
Q1 | – | Sell |
-4,000
| Closed | -$212K | – | 77 |
|
|
2018
Q4 | $212K | Hold |
4,000
| – | – | 0.24% | 68 |
|
|
2018
Q3 | $212K | Sell |
4,000
-20,340
| -84% | -$1.08M | 0.2% | 79 |
|
|
2018
Q2 | $1.36M | Buy |
24,340
+18,040
| +286% | +$1.01M | 1.18% | 36 |
|
|
2018
Q1 | $332K | Sell |
6,300
-2,781
| -31% | -$147K | 0.31% | 80 |
|
|
2017
Q4 | $572K | Buy |
+9,081
| New | +$572K | 0.51% | 69 |
|