Sun Life Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,438
| Closed | -$95K | – | 480 |
|
|
2021
Q1 | $95K | Sell |
2,438
-1
| -0% | -$39 | 0.01% | 144 |
|
|
2020
Q4 | $74K | Sell |
2,439
-16
| -0.7% | -$485 | 0.01% | 148 |
|
|
2020
Q3 | $58K | Sell |
2,455
-12,790
| -84% | -$302K | 0.01% | 151 |
|
|
2020
Q2 | $390K | Buy |
15,245
+146
| +1% | +$3.74K | 0.08% | 95 |
|
|
2020
Q1 | $433K | Buy |
15,099
+755
| +5% | +$21.7K | 0.11% | 68 |
|
|
2019
Q4 | $772K | Sell |
14,344
-7,753
| -35% | -$417K | 0.21% | 47 |
|
|
2019
Q3 | $1.12M | Buy |
22,097
+18,815
| +573% | +$949K | 0.29% | 47 |
|
|
2019
Q2 | $155K | Sell |
3,282
-3,677
| -53% | -$174K | 0.04% | 202 |
|
|
2019
Q1 | $336K | Sell |
6,959
-5,015
| -42% | -$242K | 0.07% | 142 |
|
|
2018
Q4 | $552K | Buy |
11,974
+35
| +0.3% | +$1.61K | 0.12% | 96 |
|
|
2018
Q3 | $628K | Buy |
11,939
+57
| +0.5% | +$3K | 0.11% | 105 |
|
|
2018
Q2 | $659K | Buy |
11,882
+10,831
| +1,031% | +$601K | 0.09% | 101 |
|
|
2018
Q1 | $20K | Sell |
1,051
-8,670
| -89% | -$165K | 0.18% | 71 |
|
|
2017
Q4 | $590K | Sell |
9,721
-23,127
| -70% | -$1.4M | 0.06% | 106 |
|
|
2017
Q3 | $1.81M | Sell |
32,848
-271
| -0.8% | -$14.9K | 0.18% | 51 |
|
|
2017
Q2 | $1.84M | Buy |
33,119
+32,984
| +24,433% | +$1.83M | 0.2% | 44 |
|
|
2017
Q1 | $2.43K | Buy |
135
+1
| +0.7% | +$18 | 0.01% | 111 |
|
|
2016
Q4 | $2.43K | Buy |
+134
| New | +$2.43K | 0.03% | 70 |
|
|
2016
Q2 | – | Sell |
-1,925
| Closed | -$93.1K | – | 141 |
|
|
2016
Q1 | $93.1K | Buy |
+1,925
| New | +$93.1K | 0.18% | 19 |
|
|
2014
Q3 | – | Sell |
-12,264
| Closed | -$645K | – | 89 |
|
|
2014
Q2 | $645K | Hold |
12,264
| – | – | 0.07% | 83 |
|
|
2014
Q1 | $610K | Sell |
12,264
-28,128
| -70% | -$1.4M | 0.06% | 88 |
|
|
2013
Q4 | $1.83M | Sell |
40,392
-7,116
| -15% | -$323K | 0.16% | 89 |
|
|
2013
Q3 | $1.96M | Sell |
47,508
-3,733
| -7% | -$154K | 0.18% | 89 |
|
|
2013
Q2 | $2.12M | Buy |
+51,241
| New | +$2.12M | 0.18% | 86 |
|