Vontobel Swiss Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,000
| Closed | -$282K | – | 85 |
|
|
2020
Q2 | $282K | Sell |
11,000
-2,800
| -20% | -$71.8K | 0.19% | 67 |
|
|
2020
Q1 | $396K | Sell |
13,800
-1,000
| -7% | -$28.7K | 0.3% | 60 |
|
|
2019
Q4 | $796K | Sell |
14,800
-28,975
| -66% | -$1.56M | 0.52% | 50 |
|
|
2019
Q3 | $2.21M | Sell |
43,775
-7,200
| -14% | -$363K | 1.42% | 28 |
|
|
2019
Q2 | $2.41M | Buy |
+50,975
| New | +$2.41M | 1.29% | 31 |
|
|
2016
Q4 | – | Sell |
-32,580
| Closed | -$1.44M | – | 79 |
|
|
2016
Q3 | $1.44M | Sell |
32,580
-4,137
| -11% | -$183K | 0.77% | 38 |
|
|
2016
Q2 | $1.56M | Buy |
36,717
+4,152
| +13% | +$177K | 0.93% | 38 |
|
|
2016
Q1 | $1.58M | Buy |
32,565
+5,480
| +20% | +$265K | 0.84% | 38 |
|
|
2015
Q4 | $1.47M | Buy |
27,085
+900
| +3% | +$48.9K | 0.87% | 40 |
|
|
2015
Q3 | $1.31M | Sell |
26,185
-5,537
| -17% | -$278K | 0.9% | 35 |
|
|
2015
Q2 | $1.6M | Buy |
31,722
+8,753
| +38% | +$442K | 1.07% | 32 |
|
|
2015
Q1 | $1.25M | Buy |
22,969
+244
| +1% | +$13.3K | 0.85% | 34 |
|
|
2014
Q4 | $1.25M | Buy |
+22,725
| New | +$1.25M | 0.91% | 30 |
|