Wambolt & Associates’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 |
-9,167
| Closed | -$263K | – | 180 |
|
|
2020
Q1 | $263K | Sell |
9,167
-642
| -7% | -$18.4K | 0.27% | 124 |
|
|
2019
Q4 | $528K | Sell |
9,809
-158
| -2% | -$8.51K | 0.4% | 83 |
|
|
2019
Q3 | $503K | Buy |
9,967
+2,140
| +27% | +$108K | 0.42% | 79 |
|
|
2019
Q2 | $370K | Hold |
7,827
| – | – | 0.31% | 113 |
|
|
2019
Q1 | $377K | Sell |
7,827
-678
| -8% | -$32.7K | 0.34% | 97 |
|
|
2018
Q4 | $392K | Buy |
+8,505
| New | +$392K | 0.43% | 75 |
|