SteelBridge Private Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,664
| Closed | -$369K | – | 69 |
|
|
2017
Q2 | $369K | Sell |
6,664
-212
| -3% | -$11.7K | 0.52% | 43 |
|
|
2017
Q1 | $383K | Buy |
6,876
+146
| +2% | +$8.13K | 0.58% | 39 |
|
|
2016
Q4 | $379K | Buy |
+6,730
| New | +$379K | 0.6% | 36 |
|
|
2016
Q2 | – | Sell |
-6,012
| Closed | -$291K | – | 54 |
|
|
2016
Q1 | $291K | Buy |
+6,012
| New | +$291K | 0.59% | 32 |
|