SVA Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,913
| Closed | -$272K | – | 220 |
|
|
2018
Q4 | $272K | Sell |
5,913
-1,242
| -17% | -$57.1K | 0.03% | 184 |
|
|
2018
Q3 | $376K | Buy |
7,155
+800
| +13% | +$42K | 0.04% | 171 |
|
|
2018
Q2 | $352K | Sell |
6,355
-82,329
| -93% | -$4.56M | 0.04% | 175 |
|
|
2018
Q1 | $4.89M | Buy |
88,684
+3,384
| +4% | +$187K | 0.6% | 49 |
|
|
2017
Q4 | $5.18M | Sell |
85,300
-3,384
| -4% | -$205K | 0.61% | 49 |
|
|
2017
Q3 | $4.89M | Sell |
88,684
-1,543
| -2% | -$85.1K | 0.6% | 49 |
|
|
2017
Q2 | $5M | Buy |
90,227
+250
| +0.3% | +$13.9K | 0.65% | 47 |
|
|
2017
Q1 | $5.01M | Sell |
89,977
-1,903
| -2% | -$106K | 0.68% | 45 |
|
|
2016
Q4 | $5.06M | Sell |
91,880
-380
| -0.4% | -$20.9K | 0.75% | 40 |
|
|
2016
Q3 | $4.09M | Sell |
92,260
-11,032
| -11% | -$488K | 0.64% | 51 |
|
|
2016
Q2 | $4.89M | Buy |
103,292
+105
| +0.1% | +$4.97K | 0.79% | 37 |
|
|
2016
Q1 | $4.99M | Buy |
103,187
+17,722
| +21% | +$857K | 0.83% | 37 |
|
|
2015
Q4 | $4.65M | Buy |
85,465
+18,348
| +27% | +$997K | 0.8% | 37 |
|
|
2015
Q3 | $3.45M | Buy |
67,117
+7,470
| +13% | +$384K | 0.64% | 55 |
|
|
2015
Q2 | $3.36M | Buy |
59,647
+1,696
| +3% | +$95.4K | 0.62% | 58 |
|
|
2015
Q1 | $3.15M | Buy |
57,951
+25,825
| +80% | +$1.41M | 0.58% | 62 |
|
|
2014
Q4 | $1.76M | Buy |
32,126
+2,274
| +8% | +$125K | 0.64% | 35 |
|
|
2014
Q3 | $1.55M | Sell |
29,852
-169
| -0.6% | -$8.76K | 0.66% | 34 |
|
|
2014
Q2 | $1.58M | Buy |
30,021
+887
| +3% | +$46.6K | 0.67% | 37 |
|
|
2014
Q1 | $1.45M | Buy |
29,134
+4,333
| +17% | +$216K | 0.68% | 35 |
|
|
2013
Q4 | $1.13M | Buy |
+24,801
| New | +$1.13M | 0.67% | 40 |
|