Starfire Investment Advisers’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 |
-4,666
| Closed | -$244K | – | 140 |
|
|
2018
Q1 | $244K | Sell |
4,666
-12,706
| -73% | -$664K | 0.13% | 121 |
|
|
2017
Q4 | $1.05M | Buy |
+17,372
| New | +$1.05M | 0.84% | 36 |
|
|
2016
Q3 | – | Sell |
-6,555
| Closed | -$310K | – | 148 |
|
|
2016
Q2 | $310K | Sell |
6,555
-725
| -10% | -$34.3K | 0.21% | 97 |
|
|
2016
Q1 | $352K | Hold |
7,280
| – | – | 0.23% | 91 |
|
|
2015
Q4 | $396K | Hold |
7,280
| – | – | 0.27% | 83 |
|
|
2015
Q3 | $374K | Hold |
7,280
| – | – | 0.27% | 85 |
|
|
2015
Q2 | $409K | Buy |
7,280
+725
| +11% | +$40.8K | 0.27% | 86 |
|
|
2015
Q1 | $357K | Buy |
+6,555
| New | +$357K | 0.23% | 92 |
|