Sapphire Star Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-30,300
| Closed | -$1.67M | – | 112 |
|
|
2016
Q4 | $1.67M | Sell |
30,300
-3,482
| -10% | -$192K | 1.86% | 14 |
|
|
2016
Q3 | $1.5M | Sell |
33,782
-9,047
| -21% | -$401K | 1.81% | 17 |
|
|
2016
Q2 | $2.03M | Sell |
42,829
-35,487
| -45% | -$1.68M | 2.59% | 12 |
|
|
2016
Q1 | $4.26M | Buy |
78,316
+39,158
| +100% | +$2.13M | 3.37% | 10 |
|
|
2015
Q4 | $2.13M | Buy |
+39,158
| New | +$2.13M | 2.82% | 12 |
|