Ruggie Capital Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,726
| Closed | -$80K | – | 482 |
|
|
2018
Q4 | $80K | Buy |
+1,726
| New | +$80K | 0.04% | 139 |
|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$67K | – | 328 |
|
|
2018
Q2 | $67K | Hold |
1,200
| – | – | 0.03% | 160 |
|
|
2018
Q1 | $63K | Hold |
1,200
| – | – | 0.03% | 132 |
|
|
2017
Q4 | $73K | Hold |
1,200
| – | – | 0.05% | 119 |
|
|
2017
Q3 | $66K | Hold |
1,200
| – | – | 0.04% | 113 |
|
|
2017
Q2 | $66K | Buy |
+1,200
| New | +$66K | 0.04% | 117 |
|
|
2016
Q2 | – | Sell |
-310
| Closed | -$15K | – | 230 |
|
|
2016
Q1 | $15K | Buy |
+310
| New | +$15K | 0.02% | 120 |
|
|
2015
Q4 | – | Sell |
-464
| Closed | -$25K | – | 199 |
|
|
2015
Q3 | $25K | Sell |
464
-486
| -51% | -$26.2K | 0.02% | 100 |
|
|
2015
Q2 | $54K | Buy |
950
+330
| +53% | +$18.8K | 0.04% | 79 |
|
|
2015
Q1 | $34K | Buy |
620
+479
| +340% | +$26.3K | 0.04% | 83 |
|
|
2014
Q4 | $8K | Buy |
+141
| New | +$8K | 0.01% | 160 |
|