SevenBridge Financial 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
Q3 | – | Sell |
-1,300
| Closed | -$40K | – | 560 |
|
|
2019
Q2 | $40K | Buy |
1,300
+100
| +8% | +$3.08K | 0.01% | 296 |
|
|
2019
Q1 | $36K | Hold |
1,200
| – | – | 0.01% | 264 |
|
|
2018
Q4 | $34K | Buy |
1,200
+1,000
| +500% | +$28.3K | 0.02% | 242 |
|
|
2018
Q3 | $11K | Hold |
200
| – | – | 0.01% | 409 |
|
|
2018
Q2 | $11K | Sell |
200
-1,174
| -85% | -$64.6K | 0.01% | 417 |
|
|
2018
Q1 | $40K | Hold |
1,374
| – | – | 0.02% | 267 |
|
|
2017
Q4 | $43K | Buy |
1,374
+1,174
| +587% | +$36.7K | 0.02% | 273 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | 0.01% | 439 |
|
|
2017
Q2 | $11K | Hold |
200
| – | – | 0.01% | 445 |
|
|
2017
Q1 | $11K | Hold |
200
| – | – | 0.01% | 426 |
|
|
2016
Q4 | $9K | Hold |
200
| – | – | 0.01% | 459 |
|
|
2016
Q3 | $9K | Sell |
200
-37,377
| -99% | -$1.68M | 0.01% | 454 |
|
|
2016
Q2 | $1.78M | Sell |
37,577
-49,858
| -57% | -$2.36M | 1.25% | 14 |
|
|
2016
Q1 | $1.81M | Buy |
+87,435
| New | +$1.81M | 0.16% | 30 |
|