PI
PHH Investments’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.7M | Sell |
31,595
-793
| -2% | -$42.7K | 0.45% | 30 |
|
|
2019
Q3 | $1.63M | Sell |
32,388
-687
| -2% | -$34.7K | 0.45% | 30 |
|
|
2019
Q2 | $1.57M | Buy |
33,075
+11,834
| +56% | +$560K | 0.45% | 31 |
|
|
2019
Q1 | $1.03M | Sell |
21,241
-122
| -0.6% | -$5.89K | 0.3% | 55 |
|
|
2018
Q4 | $984K | Sell |
21,363
-512
| -2% | -$23.6K | 0.32% | 52 |
|
|
2018
Q3 | $1.15M | Sell |
21,875
-401
| -2% | -$21.1K | 0.33% | 48 |
|
|
2018
Q2 | $1.24M | Sell |
22,276
-182
| -0.8% | -$10.1K | 0.38% | 35 |
|
|
2018
Q1 | $1.18M | Sell |
22,458
-6,924
| -24% | -$363K | 0.36% | 40 |
|
|
2017
Q4 | $1.78M | Sell |
29,382
-1,754
| -6% | -$106K | 0.54% | 19 |
|
|
2017
Q3 | $1.72M | Sell |
31,136
-2,854
| -8% | -$157K | 0.57% | 18 |
|
|
2017
Q2 | $1.88M | Sell |
33,990
-699
| -2% | -$38.7K | 0.65% | 15 |
|
|
2017
Q1 | $1.93M | Sell |
34,689
-572
| -2% | -$31.8K | 0.71% | 12 |
|
|
2016
Q4 | $2.02M | Buy |
+35,261
| New | +$2.02M | 0.81% | 14 |
|