Verity Asset Management’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 |
-10,563
| Closed | -$303K | – | 148 |
|
|
2020
Q1 | $303K | Buy |
10,563
+3,008
| +40% | +$86.3K | 0.38% | 84 |
|
|
2019
Q4 | $406K | Buy |
7,555
+797
| +12% | +$42.8K | 0.4% | 80 |
|
|
2019
Q3 | $340K | Buy |
6,758
+1,004
| +17% | +$50.5K | 0.36% | 89 |
|
|
2019
Q2 | $272K | Buy |
5,754
+1,526
| +36% | +$72.1K | 0.31% | 95 |
|
|
2019
Q1 | $204K | Buy |
+4,228
| New | +$204K | 0.24% | 107 |
|
|
2018
Q4 | – | Sell |
-4,679
| Closed | -$246K | – | 150 |
|
|
2018
Q3 | $246K | Sell |
4,679
-1,050
| -18% | -$55.2K | 0.24% | 105 |
|
|
2018
Q2 | $318K | Sell |
5,729
-90
| -2% | -$5K | 0.29% | 72 |
|
|
2018
Q1 | $305K | Sell |
5,819
-645
| -10% | -$33.8K | 0.28% | 68 |
|
|
2017
Q4 | $402K | Buy |
6,464
+1,215
| +23% | +$75.6K | 0.3% | 55 |
|
|
2017
Q3 | $291K | Sell |
5,249
-1,205
| -19% | -$66.8K | 0.22% | 83 |
|
|
2017
Q2 | $358K | Buy |
6,454
+500
| +8% | +$27.7K | 0.27% | 61 |
|
|
2017
Q1 | $331K | Buy |
+5,954
| New | +$331K | 0.27% | 65 |
|
|
2016
Q3 | $231K | Buy |
5,226
+991
| +23% | +$43.8K | 0.22% | 93 |
|
|
2016
Q2 | $200K | Buy |
+4,235
| New | +$200K | 0.2% | 99 |
|