St Louis Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-18,150
| Closed | -$951K | – | 118 |
|
|
2018
Q1 | $951K | Buy |
18,150
+5,500
| +43% | +$288K | 0.33% | 57 |
|
|
2017
Q4 | $767K | Buy |
+12,650
| New | +$767K | 0.3% | 43 |
|
|
2016
Q2 | – | Sell |
-6,380
| Closed | -$308K | – | 61 |
|
|
2016
Q1 | $308K | Buy |
+6,380
| New | +$308K | 0.17% | 48 |
|