Signet Investment Advisory Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-12,920
| Closed | -$505K | – | 95 |
|
|
2021
Q1 | $505K | Sell |
12,920
-3,190
| -20% | -$125K | 0.39% | 61 |
|
|
2020
Q4 | $486K | Buy |
+16,110
| New | +$486K | 0.38% | 56 |
|
|
2019
Q4 | $1.59M | Buy |
29,640
+1,485
| +5% | +$79.9K | 1.48% | 27 |
|
|
2019
Q3 | $1.42M | Sell |
28,155
-390
| -1% | -$19.7K | 1.44% | 27 |
|
|
2019
Q2 | $1.35M | Buy |
28,545
+350
| +1% | +$16.6K | 1.41% | 27 |
|
|
2019
Q1 | $1.36M | Sell |
28,195
-2,700
| -9% | -$130K | 1.45% | 28 |
|
|
2018
Q4 | $1.42M | Buy |
+30,895
| New | +$1.42M | 1.6% | 24 |
|