WBI Investments’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 |
-13,603
| Closed | -$348K | – | 153 |
|
|
2020
Q2 | $348K | Buy |
13,603
+2,198
| +19% | +$56.2K | 0.06% | 87 |
|
|
2020
Q1 | $327K | Sell |
11,405
-1,583
| -12% | -$45.4K | 0.06% | 68 |
|
|
2019
Q4 | $699K | Sell |
12,988
-3,837
| -23% | -$207K | 0.07% | 142 |
|
|
2019
Q3 | $849K | Buy |
+16,825
| New | +$849K | 0.08% | 138 |
|
|
2018
Q1 | – | Sell |
-56,241
| Closed | -$3.41M | – | 335 |
|
|
2017
Q4 | $3.41M | Buy |
+56,241
| New | +$3.41M | 0.16% | 106 |
|