Acuity Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $528K | Sell |
9,700
-300
| -3% | -$16.3K | 0.75% | 47 |
|
|
2014
Q4 | $548K | Buy |
10,000
+1,000
| +11% | +$54.8K | 0.44% | 50 |
|
|
2014
Q3 | $467K | Hold |
9,000
| – | – | 0.36% | 59 |
|
|
2014
Q2 | $473K | Sell |
9,000
-2,100
| -19% | -$110K | 0.32% | 64 |
|
|
2014
Q1 | $552K | Sell |
11,100
-1,800
| -14% | -$89.5K | 0.3% | 68 |
|
|
2013
Q4 | $586K | Sell |
12,900
-135,300
| -91% | -$6.15M | 0.23% | 74 |
|
|
2013
Q3 | $6.11M | Sell |
148,200
-21,300
| -13% | -$878K | 0.84% | 26 |
|
|
2013
Q2 | $6.99M | Buy |
+169,500
| New | +$6.99M | 0.9% | 27 |
|