Vantage Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-160,829
| Closed | -$8.45M | – | 32 |
|
|
2018
Q3 | $8.45M | Sell |
160,829
-458
| -0.3% | -$24.1K | 3.65% | 16 |
|
|
2018
Q2 | $8.94M | Buy |
161,287
+1,100
| +0.7% | +$61K | 4.3% | 7 |
|
|
2018
Q1 | $8.4M | Sell |
160,187
-703
| -0.4% | -$36.8K | 4.26% | 9 |
|
|
2017
Q4 | $8.87M | Hold |
160,890
| – | – | 4.7% | 8 |
|
|
2017
Q3 | $8.87M | Sell |
160,890
-855
| -0.5% | -$47.2K | 4.7% | 8 |
|
|
2017
Q2 | $8.96M | Sell |
161,745
-3,410
| -2% | -$189K | 4.78% | 2 |
|
|
2017
Q1 | $9.19M | Sell |
165,155
-10,195
| -6% | -$567K | 5.01% | 1 |
|
|
2016
Q4 | $9.66M | Sell |
175,350
-2,220
| -1% | -$122K | 5.31% | 2 |
|
|
2016
Q3 | $7.86M | Buy |
177,570
+36,595
| +26% | +$1.62M | 4.48% | 14 |
|
|
2016
Q2 | $6.67M | Buy |
+140,975
| New | +$6.67M | 4.25% | 20 |
|