Weatherstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $256K | Sell |
5,300
-3,766
| -42% | -$182K | 0.27% | 68 |
|
|
2018
Q4 | $444K | Buy |
9,066
+3,916
| +76% | +$192K | 0.11% | 106 |
|
|
2018
Q3 | $271K | Buy |
5,150
+355
| +7% | +$18.7K | 0.21% | 73 |
|
|
2018
Q2 | $266K | Sell |
4,795
-243
| -5% | -$13.5K | 0.21% | 58 |
|
|
2018
Q1 | $264K | Buy |
5,038
+546
| +12% | +$28.6K | 0.2% | 65 |
|
|
2017
Q4 | $273K | Buy |
4,492
+492
| +12% | +$29.9K | 0.18% | 73 |
|
|
2017
Q3 | $221K | Sell |
4,000
-157
| -4% | -$8.67K | 0.15% | 80 |
|
|
2017
Q2 | $230K | Buy |
+4,157
| New | +$230K | 0.15% | 82 |
|