Summit Financial Strategies’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,448
| Closed | -$209K | – | 58 |
|
|
2017
Q4 | $209K | Buy |
+3,448
| New | +$209K | 0.11% | 53 |
|
|
2016
Q1 | – | Sell |
-3,871
| Closed | -$210K | – | 49 |
|
|
2015
Q4 | $210K | Buy |
+3,871
| New | +$210K | 0.16% | 44 |
|
|
2015
Q3 | – | Sell |
-7,064
| Closed | -$391K | – | 49 |
|
|
2015
Q2 | $391K | Buy |
+7,064
| New | +$391K | 0.3% | 29 |
|