W.H. Reaves & Co’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 |
-9,030
| Closed | -$231K | – | 59 |
|
2020
Q2 | $231K | Hold |
9,030
| – | – | 0.01% | 56 |
|
2020
Q1 | $259K | Hold |
9,030
| – | – | 0.01% | 57 |
|
2019
Q4 | $486K | Hold |
9,030
| – | – | 0.02% | 67 |
|
2019
Q3 | $455K | Hold |
9,030
| – | – | 0.01% | 66 |
|
2019
Q2 | $427K | Hold |
9,030
| – | – | 0.01% | 69 |
|
2019
Q1 | $436K | Buy |
9,030
+30
| +0.3% | +$1.45K | 0.01% | 75 |
|
2018
Q4 | $415K | Hold |
9,000
| – | – | 0.02% | 77 |
|
2018
Q3 | $473K | Hold |
9,000
| – | – | 0.02% | 75 |
|
2018
Q2 | $499K | Hold |
9,000
| – | – | 0.02% | 79 |
|
2018
Q1 | $472K | Hold |
9,000
| – | – | 0.02% | 76 |
|
2017
Q4 | $546K | Hold |
9,000
| – | – | 0.02% | 76 |
|
2017
Q3 | $496K | Hold |
9,000
| – | – | 0.02% | 73 |
|
2017
Q2 | $499K | Hold |
9,000
| – | – | 0.02% | 72 |
|
2017
Q1 | $501K | Hold |
9,000
| – | – | 0.02% | 73 |
|
2016
Q4 | $496K | Hold |
9,000
| – | – | 0.02% | 80 |
|
2016
Q3 | $399K | Hold |
9,000
| – | – | 0.01% | 82 |
|
2016
Q2 | $426K | Hold |
9,000
| – | – | 0.01% | 86 |
|
2016
Q1 | $435K | Hold |
9,000
| – | – | 0.02% | 89 |
|
2015
Q4 | $489K | Hold |
9,000
| – | – | 0.02% | 87 |
|
2015
Q3 | $462K | Hold |
9,000
| – | – | 0.02% | 93 |
|
2015
Q2 | $506K | Hold |
9,000
| – | – | 0.02% | 102 |
|
2015
Q1 | $490K | Hold |
9,000
| – | – | 0.02% | 104 |
|
2014
Q4 | $493K | Hold |
9,000
| – | – | 0.02% | 103 |
|
2014
Q3 | $467K | Hold |
9,000
| – | – | 0.02% | 98 |
|
2014
Q2 | $473K | Hold |
9,000
| – | – | 0.02% | 99 |
|
2014
Q1 | $448K | Hold |
9,000
| – | – | 0.02% | 94 |
|
2013
Q4 | $409K | Sell |
9,000
-119
| -1% | -$5.41K | 0.01% | 101 |
|
2013
Q3 | $377K | Hold |
9,119
| – | – | 0.01% | 102 |
|
2013
Q2 | $376K | Buy |
+9,119
| New | +$376K | 0.01% | 100 |
|