Truepoint Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,963
| Closed | -$235K | – | 125 |
|
|
2019
Q2 | $235K | Buy |
+4,963
| New | +$235K | 0.02% | 109 |
|
|
2018
Q4 | – | Sell |
-4,390
| Closed | -$231K | – | 112 |
|
|
2018
Q3 | $231K | Sell |
4,390
-432
| -9% | -$22.7K | 0.02% | 96 |
|
|
2018
Q2 | $267K | Buy |
+4,822
| New | +$267K | 0.02% | 90 |
|