Shepherd Financial Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,138
| Closed | -$200K | – | 129 |
|
|
2019
Q1 | $200K | Buy |
+4,138
| New | +$200K | 0.04% | 124 |
|
|
2018
Q4 | – | Sell |
-5,036
| Closed | -$279K | – | 142 |
|
|
2018
Q3 | $279K | Hold |
5,036
| – | – | 0.06% | 103 |
|
|
2018
Q2 | $282K | Sell |
5,036
-429
| -8% | -$24K | 0.06% | 103 |
|
|
2018
Q1 | $288K | Buy |
5,465
+2,087
| +62% | +$110K | 0.07% | 98 |
|
|
2017
Q4 | $205K | Sell |
3,378
-290
| -8% | -$17.6K | 0.05% | 108 |
|
|
2017
Q3 | $203K | Sell |
3,668
-5,599
| -60% | -$310K | 0.05% | 111 |
|
|
2017
Q2 | $515K | Sell |
9,267
-15
| -0.2% | -$834 | 0.13% | 80 |
|
|
2017
Q1 | $511K | Buy |
9,282
+200
| +2% | +$11K | 0.13% | 76 |
|
|
2016
Q4 | $509K | Buy |
+9,082
| New | +$509K | 0.14% | 78 |
|