Rice Partnership’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 |
-5,986
| Closed | -$322K | – | 111 |
|
|
2019
Q4 | $322K | Sell |
5,986
-1,065
| -15% | -$57.3K | 0.18% | 60 |
|
|
2019
Q3 | $356K | Buy |
+7,051
| New | +$356K | 0.22% | 60 |
|
|
2018
Q4 | – | Sell |
-5,228
| Closed | -$275K | – | 81 |
|
|
2018
Q3 | $275K | Sell |
5,228
-3,291
| -39% | -$173K | 0.17% | 63 |
|
|
2018
Q2 | $472K | Buy |
8,519
+1,254
| +17% | +$69.5K | 0.31% | 54 |
|
|
2018
Q1 | $381K | Hold |
7,265
| – | – | 0.25% | 55 |
|
|
2017
Q4 | $441K | Buy |
+7,265
| New | +$441K | 0.31% | 59 |
|