WCM
Whitener Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,685
| Closed | -$249K | – | 133 |
|
|
2020
Q1 | $249K | Sell |
8,685
-2,232
| -20% | -$64K | 0.16% | 99 |
|
|
2019
Q4 | $587K | Sell |
10,917
-1,467
| -12% | -$78.9K | 0.3% | 77 |
|
|
2019
Q3 | $624K | Buy |
12,384
+460
| +4% | +$23.2K | 0.34% | 72 |
|
|
2019
Q2 | $564K | Sell |
11,924
-52
| -0.4% | -$2.46K | 0.32% | 73 |
|
|
2019
Q1 | $578K | Sell |
11,976
-48
| -0.4% | -$2.32K | 0.38% | 66 |
|
|
2018
Q4 | $554K | Buy |
12,024
+338
| +3% | +$15.6K | 0.41% | 63 |
|
|
2018
Q3 | $614K | Buy |
11,686
+211
| +2% | +$11.1K | 0.4% | 67 |
|
|
2018
Q2 | $636K | Buy |
11,475
+1,022
| +10% | +$56.6K | 0.5% | 57 |
|
|
2018
Q1 | $547K | Sell |
10,453
-289
| -3% | -$15.1K | 0.42% | 65 |
|
|
2017
Q4 | $651K | Buy |
+10,742
| New | +$651K | 0.56% | 52 |
|