Winthrop Partners - WNY’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $523K | Hold |
10,368
| – | – | 0.35% | 69 |
|
|
2019
Q2 | $491K | Sell |
10,368
-5,632
| -35% | -$267K | 0.37% | 68 |
|
|
2019
Q1 | $781K | Sell |
16,000
-468
| -3% | -$22.8K | 0.61% | 56 |
|
|
2018
Q4 | $759K | Hold |
16,468
| – | – | 0.71% | 42 |
|
|
2018
Q3 | $866K | Hold |
16,468
| – | – | 0.7% | 48 |
|
|
2018
Q2 | $913K | Sell |
16,468
-206
| -1% | -$11.4K | 0.76% | 42 |
|
|
2018
Q1 | $871K | Hold |
16,674
| – | – | 0.67% | 44 |
|
|
2017
Q4 | $971K | Buy |
+16,674
| New | +$971K | 0.79% | 41 |
|