Smith Capital Management’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 |
-5,048
| Closed | -$272K | – | 88 |
|
|
2019
Q4 | $272K | Sell |
5,048
-1,033
| -17% | -$55.7K | 0.17% | 73 |
|
|
2019
Q3 | $307K | Buy |
6,081
+113
| +2% | +$5.71K | 0.22% | 64 |
|
|
2019
Q2 | $282K | Sell |
5,968
-532
| -8% | -$25.1K | 0.21% | 69 |
|
|
2019
Q1 | $314K | Hold |
6,500
| – | – | 0.25% | 63 |
|
|
2018
Q4 | $300K | Buy |
+6,500
| New | +$300K | 0.25% | 57 |
|