YMRC
Yorktown Management & Research Company’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-32,000
| Closed | -$1.77M | – | 376 |
|
|
2018
Q2 | $1.77M | Hold |
32,000
| – | – | 0.51% | 45 |
|
|
2018
Q1 | $1.68M | Hold |
32,000
| – | – | 0.5% | 47 |
|
|
2017
Q4 | $1.94M | Sell |
32,000
-5,000
| -14% | -$303K | 0.56% | 38 |
|
|
2017
Q3 | $2.04M | Hold |
37,000
| – | – | 0.53% | 32 |
|
|
2017
Q2 | $2.05M | Buy |
37,000
+10,000
| +37% | +$554K | 0.65% | 26 |
|
|
2017
Q1 | $1.5M | Hold |
27,000
| – | – | 0.39% | 51 |
|
|
2016
Q4 | $1.49M | Buy |
+27,000
| New | +$1.49M | 0.38% | 47 |
|