Unified Trust Company’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
-71,495
Closed -$3.38M 60
2019
Q2
$3.38M Buy
71,495
+3,499
+5% +$166K 2.36% 21
2019
Q1
$3.29M Buy
67,996
+16,315
+32% +$788K 2.46% 16
2018
Q4
$2.38M Buy
+51,681
New +$2.38M 2.17% 24