Wexford Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,152
| Closed | -$270K | – | 151 |
|
|
2018
Q1 | $270K | Buy |
+5,152
| New | +$270K | 0.02% | 102 |
|
|
2017
Q2 | – | Sell |
-196,787
| Closed | -$11M | – | 198 |
|
|
2017
Q1 | $11M | Buy |
196,787
+132,296
| +205% | +$7.36M | 0.89% | 23 |
|
|
2016
Q4 | $3.55M | Buy |
+64,491
| New | +$3.55M | 0.36% | 38 |
|
|
2014
Q2 | – | Sell |
-86,300
| Closed | -$4.29M | – | 169 |
|
|
2014
Q1 | $4.29M | Buy |
+86,300
| New | +$4.29M | 0.33% | 47 |
|
|
2013
Q3 | – | Sell |
-396,000
| Closed | -$16.3M | – | 265 |
|
|
2013
Q2 | $16.3M | Buy |
+396,000
| New | +$16.3M | 1.43% | 7 |
|