Roberts, Glore & Co’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,011
Closed -$229K 178
2020
Q1
$229K Buy
8,011
+199
+3% +$5.69K 0.1% 144
2019
Q4
$420K Buy
+7,812
New +$420K 0.16% 123