West Coast Financial’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 | – | Sell |
-24,696
| Closed | -$1.3M | – | 138 |
|
|
2018
Q3 | $1.3M | Buy |
+24,696
| New | +$1.3M | 0.3% | 64 |
|
|
2017
Q4 | – | Sell |
-25,596
| Closed | -$1.41M | – | 137 |
|
|
2017
Q3 | $1.41M | Buy |
+25,596
| New | +$1.41M | 0.38% | 57 |
|
|
2017
Q1 | – | Sell |
-3,640
| Closed | -$201K | – | 126 |
|
|
2016
Q4 | $201K | Buy |
+3,640
| New | +$201K | 0.06% | 126 |
|
|
2016
Q3 | – | Sell |
-4,855
| Closed | -$230K | – | 147 |
|
|
2016
Q2 | $230K | Sell |
4,855
-2,745
| -36% | -$130K | 0.08% | 100 |
|
|
2016
Q1 | $368K | Sell |
7,600
-5,300
| -41% | -$257K | 0.15% | 70 |
|
|
2015
Q4 | $701K | Sell |
12,900
-590
| -4% | -$32.1K | 0.29% | 65 |
|
|
2015
Q3 | $693K | Hold |
13,490
| – | – | 0.31% | 60 |
|
|
2015
Q2 | $759K | Hold |
13,490
| – | – | 0.33% | 60 |
|
|
2015
Q1 | $734K | Sell |
13,490
-65
| -0.5% | -$3.54K | 0.34% | 61 |
|
|
2014
Q4 | $743K | Hold |
13,555
| – | – | 0.38% | 59 |
|
|
2014
Q3 | $703K | Buy |
13,555
+65
| +0.5% | +$3.37K | 0.4% | 60 |
|
|
2014
Q2 | $709K | Sell |
13,490
-148
| -1% | -$7.78K | 0.37% | 61 |
|
|
2014
Q1 | $678K | Sell |
13,638
-852
| -6% | -$42.4K | 0.34% | 67 |
|
|
2013
Q4 | $658K | Hold |
14,490
| – | – | 0.34% | 69 |
|
|
2013
Q3 | $599K | Hold |
14,490
| – | – | 0.33% | 70 |
|
|
2013
Q2 | $598K | Buy |
+14,490
| New | +$598K | 0.33% | 74 |
|