Alerus Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.12M | Buy |
105,939
+12,013
| +13% | +$241K | 0.37% | 70 |
|
|
2015
Q4 | $5.11M | Buy |
93,926
+2,003
| +2% | +$109K | 0.85% | 33 |
|
|
2015
Q3 | $4.72M | Sell |
91,923
-10,365
| -10% | -$532K | 0.84% | 32 |
|
|
2015
Q2 | $5.57M | Buy |
102,288
+33
| +0% | +$1.8K | 0.92% | 26 |
|
|
2015
Q1 | $5.55M | Buy |
102,255
+3,466
| +4% | +$188K | 0.92% | 26 |
|
|
2014
Q4 | $5.42M | Sell |
98,789
-1,838
| -2% | -$101K | 0.92% | 26 |
|
|
2014
Q3 | $5.22M | Sell |
100,627
-486
| -0.5% | -$25.2K | 0.9% | 24 |
|
|
2014
Q2 | $5.32M | Sell |
101,113
-13,863
| -12% | -$729K | 0.92% | 22 |
|
|
2014
Q1 | $5.72M | Sell |
114,976
-29,225
| -20% | -$1.45M | 1.23% | 15 |
|
|
2013
Q4 | $6.55M | Sell |
144,201
-92,876
| -39% | -$4.22M | 1.44% | 12 |
|
|
2013
Q3 | $9.8M | Sell |
237,077
-56,199
| -19% | -$2.32M | 1.95% | 5 |
|
|
2013
Q2 | $12.1M | Buy |
+293,276
| New | +$12.1M | 1.87% | 12 |
|