SWK
Stephen W. Kidder’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,300
| Closed | -$231K | – | 72 |
|
|
2019
Q4 | $231K | Hold |
4,300
| – | – | 0.09% | 68 |
|
|
2019
Q3 | $217K | Sell |
4,300
-200
| -4% | -$10.1K | 0.09% | 70 |
|
|
2019
Q2 | $213K | Sell |
4,500
-200
| -4% | -$9.47K | 0.09% | 71 |
|
|
2019
Q1 | $227K | Sell |
4,700
-300
| -6% | -$14.5K | 0.09% | 71 |
|
|
2018
Q4 | $230K | Sell |
5,000
-3,350
| -40% | -$154K | 0.1% | 77 |
|
|
2018
Q3 | $439K | Hold |
8,350
| – | – | 0.16% | 65 |
|
|
2018
Q2 | $463K | Sell |
8,350
-700
| -8% | -$38.8K | 0.18% | 64 |
|
|
2018
Q1 | $474K | Sell |
9,050
-800
| -8% | -$41.9K | 0.18% | 63 |
|
|
2017
Q4 | $598K | Hold |
9,850
| – | – | 0.21% | 62 |
|
|
2017
Q3 | $544K | Sell |
9,850
-200
| -2% | -$11K | 0.2% | 62 |
|
|
2017
Q2 | $557K | Hold |
10,050
| – | – | 0.21% | 62 |
|
|
2017
Q1 | $560K | Sell |
10,050
-300
| -3% | -$16.7K | 0.22% | 64 |
|
|
2016
Q4 | $571K | Hold |
10,350
| – | – | 0.23% | 63 |
|
|
2016
Q3 | $458K | Hold |
10,350
| – | – | 0.18% | 69 |
|
|
2016
Q2 | $490K | Hold |
10,350
| – | – | 0.2% | 71 |
|
|
2016
Q1 | $501K | Buy |
10,350
+2,073
| +25% | +$100K | 0.2% | 68 |
|
|
2015
Q4 | $450K | Hold |
8,277
| – | – | 0.19% | 68 |
|
|
2015
Q3 | $425K | Hold |
8,277
| – | – | 0.21% | 64 |
|
|
2015
Q2 | $466K | Hold |
8,277
| – | – | 0.21% | 63 |
|
|
2015
Q1 | $450K | Buy |
8,277
+277
| +3% | +$15.1K | 0.19% | 71 |
|
|
2014
Q4 | $439K | Hold |
8,000
| – | – | 0.19% | 73 |
|
|
2014
Q3 | $415K | Buy |
+8,000
| New | +$415K | 0.19% | 72 |
|