Whitegate Investment Counselors’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 |
-27,340
| Closed | -$1.43M | – | 201 |
|
|
2018
Q1 | $1.43M | Sell |
27,340
-2,500
| -8% | -$131K | 0.31% | 89 |
|
|
2017
Q4 | $1.81M | Sell |
29,840
-1,190
| -4% | -$72.2K | 0.38% | 80 |
|
|
2017
Q3 | $1.71M | Sell |
31,030
-18,935
| -38% | -$1.04M | 0.38% | 80 |
|
|
2017
Q2 | $2.77M | Sell |
49,965
-1,700
| -3% | -$94.2K | 0.63% | 58 |
|
|
2017
Q1 | $2.88M | Sell |
51,665
-3,585
| -6% | -$200K | 0.69% | 52 |
|
|
2016
Q4 | $3.05M | Sell |
55,250
-2,090
| -4% | -$115K | 0.81% | 42 |
|
|
2016
Q3 | $2.54M | Buy |
57,340
+1,500
| +3% | +$66.4K | 0.69% | 50 |
|
|
2016
Q2 | $2.64M | Buy |
+55,840
| New | +$2.64M | 0.73% | 44 |
|
|
2014
Q1 | $2.55M | Buy |
+52,790
| New | +$2.55M | 0.7% | 47 |
|