Watermark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $17K | Hold |
365
| – | – | 0.01% | 144 |
|
|
2018
Q3 | $19K | Sell |
365
-100
| -22% | -$5.21K | 0.01% | 136 |
|
|
2018
Q2 | $26K | Sell |
465
-902
| -66% | -$50.4K | 0.01% | 127 |
|
|
2018
Q1 | $72K | Sell |
1,367
-450
| -25% | -$23.7K | 0.03% | 81 |
|
|
2017
Q4 | $110K | Sell |
1,817
-170
| -9% | -$10.3K | 0.05% | 65 |
|
|
2017
Q3 | $110K | Hold |
1,987
| – | – | 0.05% | 61 |
|
|
2017
Q2 | $110K | Sell |
1,987
-845
| -30% | -$46.8K | 0.05% | 61 |
|
|
2017
Q1 | $158K | Buy |
+2,832
| New | +$158K | 0.07% | 54 |
|