VeraBank’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,151
| Closed | -$385K | – | 104 |
|
|
2019
Q4 | $385K | Sell |
7,151
-67
| -0.9% | -$3.61K | 0.31% | 70 |
|
|
2019
Q3 | $364K | Sell |
7,218
-283
| -4% | -$14.3K | 0.33% | 66 |
|
|
2019
Q2 | $355K | Sell |
7,501
-27,517
| -79% | -$1.3M | 0.33% | 68 |
|
|
2019
Q1 | $1.69M | Hold |
35,018
| – | – | 1.61% | 17 |
|
|
2018
Q4 | $1.61M | Buy |
+35,018
| New | +$1.61M | 1.74% | 15 |
|