Sadoff Investment Management’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 |
-7,600
| Closed | -$350K | – | 92 |
|
|
2018
Q4 | $350K | Buy |
+7,600
| New | +$350K | 0.03% | 67 |
|
|
2016
Q3 | – | Sell |
-4,430
| Closed | -$210K | – | 71 |
|
|
2016
Q2 | $210K | Sell |
4,430
-700
| -14% | -$33.2K | 0.03% | 64 |
|
|
2016
Q1 | $248K | Buy |
5,130
+258
| +5% | +$12.5K | 0.03% | 69 |
|
|
2015
Q4 | $265K | Hold |
4,872
| – | – | 0.03% | 63 |
|
|
2015
Q3 | $250K | Hold |
4,872
| – | – | 0.03% | 60 |
|
|
2015
Q2 | $274K | Buy |
+4,872
| New | +$274K | 0.03% | 55 |
|