Shoker Investment Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-18,422
| Closed | -$471K | – | 91 |
|
|
2020
Q2 | $471K | Sell |
18,422
-336
| -2% | -$8.59K | 0.33% | 61 |
|
|
2020
Q1 | $538K | Buy |
18,758
+2,987
| +19% | +$85.7K | 0.45% | 56 |
|
|
2019
Q4 | $848K | Buy |
15,771
+478
| +3% | +$25.7K | 0.56% | 52 |
|
|
2019
Q3 | $771K | Buy |
15,293
+259
| +2% | +$13.1K | 0.55% | 53 |
|
|
2019
Q2 | $711K | Sell |
15,034
-270
| -2% | -$12.8K | 0.52% | 52 |
|
|
2019
Q1 | $739K | Buy |
15,304
+2,648
| +21% | +$128K | 0.55% | 51 |
|
|
2018
Q4 | $583K | Buy |
12,656
+384
| +3% | +$17.7K | 0.49% | 56 |
|
|
2018
Q3 | $645K | Buy |
12,272
+1,254
| +11% | +$65.9K | 0.47% | 55 |
|
|
2018
Q2 | $610K | Buy |
11,018
+2,633
| +31% | +$146K | 0.45% | 58 |
|
|
2018
Q1 | $439K | Buy |
8,385
+348
| +4% | +$18.2K | 0.33% | 69 |
|
|
2017
Q4 | $487K | Buy |
+8,037
| New | +$487K | 0.35% | 69 |
|