Parallel Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-7,500
| Closed | -$145K | – | 2439 |
|
2018
Q3 | $145K | Hold |
7,500
| – | – | 0.02% | 492 |
|
2018
Q2 | $165K | Hold |
7,500
| – | – | 0.02% | 410 |
|
2018
Q1 | $144K | Hold |
7,500
| – | – | 0.02% | 405 |
|
2017
Q4 | $206K | Hold |
7,500
| – | – | 0.03% | 311 |
|
2017
Q3 | $155K | Hold |
7,500
| – | – | 0.03% | 373 |
|
2017
Q2 | $153K | Hold |
7,500
| – | – | 0.03% | 372 |
|
2017
Q1 | $162K | Hold |
7,500
| – | – | 0.03% | 337 |
|
2016
Q4 | $160K | Buy |
+7,500
| New | +$160K | 0.04% | 288 |
|