Syntal Capital Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,882
| Closed | -$851K | – | 200 |
|
|
2019
Q3 | $851K | Hold |
16,882
| – | – | 0.22% | 95 |
|
|
2019
Q2 | $798K | Buy |
+16,882
| New | +$798K | 0.17% | 125 |
|
|
2015
Q1 | – | Sell |
-4,260
| Closed | -$233K | – | 196 |
|
|
2014
Q4 | $233K | Hold |
4,260
| – | – | 0.14% | 40 |
|
|
2014
Q3 | $220K | Buy |
+4,260
| New | +$220K | 0.11% | 56 |
|