Wellington Shields & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,997
| Closed | -$430K | – | 180 |
|
|
2019
Q4 | $430K | Buy |
+7,997
| New | +$430K | 0.19% | 114 |
|
|
2019
Q3 | – | Sell |
-8,797
| Closed | -$416K | – | 206 |
|
|
2019
Q2 | $416K | Sell |
8,797
-100
| -1% | -$4.73K | 0.2% | 114 |
|
|
2019
Q1 | $430K | Hold |
8,897
| – | – | 0.22% | 107 |
|
|
2018
Q4 | $410K | Buy |
+8,897
| New | +$410K | 0.23% | 100 |
|
|
2017
Q4 | – | Sell |
-3,779
| Closed | -$208K | – | 157 |
|
|
2017
Q3 | $208K | Sell |
3,779
-57
| -1% | -$3.14K | 0.07% | 131 |
|
|
2017
Q2 | $213K | Sell |
3,836
-1,177
| -23% | -$65.4K | 0.07% | 121 |
|
|
2017
Q1 | $279K | Buy |
+5,013
| New | +$279K | 0.08% | 102 |
|
|
2016
Q3 | – | Sell |
-8,513
| Closed | -$403K | – | 127 |
|
|
2016
Q2 | $403K | Buy |
+8,513
| New | +$403K | 0.25% | 65 |
|