Xact Kapitalforvaltning’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $24.8M | Sell |
865,281
-25,715
| -3% | -$738K | 0.53% | 40 |
|
|
2019
Q4 | $47.9M | Buy |
890,996
+23,898
| +3% | +$1.29M | 0.81% | 21 |
|
|
2019
Q3 | $43.7M | Buy |
867,098
+81,364
| +10% | +$4.1M | 0.83% | 23 |
|
|
2019
Q2 | $37.2M | Buy |
785,734
+429,715
| +121% | +$20.3M | 0.77% | 25 |
|
|
2019
Q1 | $17.2M | Buy |
+356,019
| New | +$17.2M | 0.39% | 48 |
|
|
2017
Q2 | – | Sell |
-370,342
| Closed | -$20.6M | – | 653 |
|
|
2017
Q1 | $20.6M | Sell |
370,342
-336,907
| -48% | -$18.8M | 0.64% | 30 |
|
|
2016
Q4 | $39M | Sell |
707,249
-27,611
| -4% | -$1.52M | 1.37% | 9 |
|
|
2016
Q3 | $32.5M | Buy |
+734,860
| New | +$32.5M | 1.15% | 14 |
|