WealthTrust-Arizona’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 | $192K | Buy |
4,175
+6
| +0.1% | +$276 | 0.11% | 65 |
|
|
2018
Q3 | $219K | Sell |
4,169
-3
| -0.1% | -$158 | 0.1% | 66 |
|
|
2018
Q2 | $231K | Sell |
4,172
-59
| -1% | -$3.27K | 0.12% | 59 |
|
|
2018
Q1 | $222K | Sell |
4,231
-10
| -0.2% | -$525 | 0.12% | 60 |
|
|
2017
Q4 | $257K | Hold |
4,241
| – | – | 0.13% | 58 |
|
|
2017
Q3 | $234K | Sell |
4,241
-700
| -14% | -$38.6K | 0.12% | 60 |
|
|
2017
Q2 | $274K | Hold |
4,941
| – | – | 0.14% | 54 |
|
|
2017
Q1 | $275K | Hold |
4,941
| – | – | 0.15% | 56 |
|
|
2016
Q4 | $272K | Buy |
4,941
+554
| +13% | +$30.5K | 0.16% | 57 |
|
|
2016
Q3 | $194K | Buy |
4,387
+1,196
| +37% | +$52.9K | 0.12% | 67 |
|
|
2016
Q2 | $151K | Buy |
3,191
+1
| +0% | +$47 | 0.09% | 78 |
|
|
2016
Q1 | $154K | Sell |
3,190
-1,045
| -25% | -$50.4K | 0.1% | 70 |
|
|
2015
Q4 | $230K | Sell |
4,235
-1
| -0% | -$54 | 0.14% | 59 |
|
|
2015
Q3 | $218K | Sell |
4,236
-14
| -0.3% | -$720 | 0.14% | 59 |
|
|
2015
Q2 | $239K | Sell |
4,250
-4
| -0.1% | -$225 | 0.14% | 59 |
|
|
2015
Q1 | $231K | Buy |
4,254
+49
| +1% | +$2.66K | 0.14% | 59 |
|
|
2014
Q4 | $231K | Buy |
4,205
+1,893
| +82% | +$104K | 0.19% | 58 |
|
|
2014
Q3 | $120K | Sell |
2,312
-9
| -0.4% | -$467 | 0.13% | 87 |
|
|
2014
Q2 | $122K | Sell |
2,321
-246
| -10% | -$12.9K | 0.13% | 92 |
|
|
2014
Q1 | $128K | Hold |
2,567
| – | – | 0.14% | 77 |
|
|
2013
Q4 | $117K | Sell |
2,567
-21
| -0.8% | -$957 | 0.14% | 79 |
|
|
2013
Q3 | $107K | Hold |
2,588
| – | – | 0.13% | 85 |
|
|
2013
Q2 | $107K | Buy |
+2,588
| New | +$107K | 0.14% | 80 |
|