OFG
WFC.WS
OTA Financial Group’s Wells Fargo & Company Ws WFC.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-82,047
| Closed | -$1.81M | – | 98 |
|
|
2018
Q3 | $1.81M | Hold |
82,047
| – | – | 0.75% | 19 |
|
|
2018
Q2 | $1.81M | Buy |
82,047
+65,972
| +410% | +$1.45M | 0.69% | 22 |
|
|
2018
Q1 | $308K | Buy |
+16,075
| New | +$308K | 0.1% | 51 |
|
|
2017
Q3 | – | Sell |
-21,100
| Closed | -$468K | – | 79 |
|
|
2017
Q2 | $468K | Hold |
21,100
| – | – | 0.31% | 34 |
|
|
2017
Q1 | $468K | Sell |
21,100
-277,992
| -93% | -$6.17M | 0.29% | 37 |
|
|
2016
Q4 | $6.38M | Buy |
+299,092
| New | +$6.38M | 3.34% | 8 |
|
|
2016
Q3 | – | Sell |
-182,166
| Closed | -$2.48M | – | 84 |
|
|
2016
Q2 | $2.48M | Buy |
182,166
+161,666
| +789% | +$2.2M | 1.9% | 10 |
|
|
2016
Q1 | $321K | Buy |
+20,500
| New | +$321K | 0.56% | 43 |
|