U.S. Global Investors (USGI)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,358
| Closed | -$154K | – | 191 |
|
|
2020
Q1 | $154K | Buy |
+5,358
| New | +$154K | 0.04% | 130 |
|
|
2014
Q2 | – | Sell |
-3,200
| Closed | -$148K | – | 323 |
|
|
2014
Q1 | $148K | Buy |
+3,200
| New | +$148K | 0.02% | 202 |
|
|
2013
Q4 | – | Sell |
-3,200
| Closed | -$132K | – | 310 |
|
|
2013
Q3 | $132K | Hold |
3,200
| – | – | 0.02% | 211 |
|
|
2013
Q2 | $132K | Buy |
+3,200
| New | +$132K | 0.02% | 203 |
|