Sage Capital Advisors’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 |
-44,183
| Closed | -$2.38M | – | 112 |
|
|
2019
Q4 | $2.38M | Buy |
44,183
+953
| +2% | +$51.3K | 1.51% | 22 |
|
|
2019
Q3 | $2.18M | Buy |
43,230
+965
| +2% | +$48.7K | 1.64% | 19 |
|
|
2019
Q2 | $1.94M | Sell |
42,265
-207
| -0.5% | -$9.49K | 1.34% | 25 |
|
|
2019
Q1 | $2.05M | Buy |
42,472
+736
| +2% | +$35.6K | 1.32% | 26 |
|
|
2018
Q4 | $1.92M | Sell |
41,736
-9,273
| -18% | -$427K | 1.45% | 25 |
|
|
2018
Q3 | $2.68M | Buy |
51,009
+313
| +0.6% | +$16.5K | 1.68% | 23 |
|
|
2018
Q2 | $2.81M | Sell |
50,696
-1,007
| -2% | -$55.8K | 1.96% | 19 |
|
|
2018
Q1 | $2.71M | Buy |
51,703
+271
| +0.5% | +$14.2K | 1.92% | 20 |
|
|
2017
Q4 | $3.12M | Buy |
51,432
+479
| +0.9% | +$29.1K | 2.02% | 17 |
|
|
2017
Q3 | $2.81M | Buy |
50,953
+7,434
| +17% | +$410K | 1.97% | 17 |
|
|
2017
Q2 | $2.41M | Buy |
+43,519
| New | +$2.41M | 1.77% | 21 |
|