Wealthcare Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-779
| Closed | -$30K | – | 669 |
|
|
2021
Q1 | $30K | Buy |
+779
| New | +$30K | ﹤0.01% | 186 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$3K | – | 248 |
|
|
2020
Q1 | $3K | Sell |
100
-207
| -67% | -$6.21K | ﹤0.01% | 223 |
|
|
2019
Q4 | $17K | Buy |
+307
| New | +$17K | ﹤0.01% | 158 |
|
|
2018
Q1 | – | Sell |
-58
| Closed | -$4K | – | 233 |
|
|
2017
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 163 |
|
|
2017
Q2 | – | Sell |
-15
| Closed | -$1K | – | 202 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 182 |
|
|
2016
Q4 | $1K | Sell |
15
-100
| -87% | -$6.67K | ﹤0.01% | 180 |
|
|
2016
Q3 | $5K | Hold |
115
| – | – | ﹤0.01% | 151 |
|
|
2016
Q2 | $5K | Sell |
115
-1,251
| -92% | -$54.4K | ﹤0.01% | 150 |
|
|
2016
Q1 | $66K | Hold |
1,366
| – | – | 0.01% | 70 |
|
|
2015
Q4 | $74K | Hold |
1,366
| – | – | 0.01% | 75 |
|
|
2015
Q3 | $70K | Sell |
1,366
-186
| -12% | -$9.53K | 0.01% | 79 |
|
|
2015
Q2 | $87K | Sell |
1,552
-559
| -26% | -$31.3K | 0.01% | 77 |
|
|
2015
Q1 | $115K | Buy |
2,111
+745
| +55% | +$40.6K | 0.01% | 141 |
|
|
2014
Q4 | $75K | Sell |
1,366
-179
| -12% | -$9.83K | 0.01% | 70 |
|
|
2014
Q3 | $80K | Buy |
1,545
+194
| +14% | +$10K | 0.01% | 70 |
|
|
2014
Q2 | $71K | Buy |
1,351
+100
| +8% | +$5.26K | 0.01% | 70 |
|
|
2014
Q1 | $62K | Buy |
+1,251
| New | +$62K | 0.01% | 72 |
|
|
2013
Q3 | – | Sell |
-57
| Closed | -$2K | – | 128 |
|
|
2013
Q2 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 118 |
|