SimplyRich’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,983
| Closed | -$857K | – | 151 |
|
|
2019
Q4 | $857K | Buy |
15,983
+592
| +4% | +$31.7K | 0.43% | 65 |
|
|
2019
Q3 | $780K | Buy |
15,391
+729
| +5% | +$36.9K | 0.43% | 68 |
|
|
2019
Q2 | $694K | Sell |
14,662
-1,900
| -11% | -$89.9K | 0.38% | 75 |
|
|
2019
Q1 | $800K | Buy |
16,562
+1,062
| +7% | +$51.3K | 0.65% | 41 |
|
|
2018
Q4 | $710K | Sell |
15,500
-596
| -4% | -$27.3K | 0.65% | 48 |
|
|
2018
Q3 | $846K | Hold |
16,096
| – | – | 0.46% | 65 |
|
|
2018
Q2 | $892K | Hold |
16,096
| – | – | 0.51% | 64 |
|
|
2018
Q1 | $844K | Hold |
16,096
| – | – | 0.47% | 68 |
|
|
2017
Q4 | $977K | Buy |
+16,096
| New | +$977K | 0.55% | 57 |
|