AIA
Allegis Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.92M | Sell |
36,596
-19,959
| -35% | -$1.05M | 0.59% | 35 |
|
|
2017
Q4 | $3.43M | Sell |
56,555
-79,186
| -58% | -$4.8M | 1.01% | 20 |
|
|
2017
Q3 | $7.49M | Sell |
135,741
-5,268
| -4% | -$291K | 1.77% | 10 |
|
|
2017
Q2 | $7.81M | Buy |
141,009
+3,235
| +2% | +$179K | 1.98% | 7 |
|
|
2017
Q1 | $7.67M | Buy |
137,774
+3,750
| +3% | +$209K | 2.02% | 6 |
|
|
2016
Q4 | $7.39M | Buy |
134,024
+7,855
| +6% | +$433K | 2.33% | 5 |
|
|
2016
Q3 | $5.59M | Buy |
126,169
+8,920
| +8% | +$395K | 2.16% | 2 |
|
|
2016
Q2 | $5.51M | Buy |
117,249
+19,240
| +20% | +$904K | 2.77% | 2 |
|
|
2016
Q1 | $4.74M | Buy |
98,009
+13,290
| +16% | +$643K | 2.72% | 2 |
|
|
2015
Q4 | $4.61M | Buy |
+84,719
| New | +$4.61M | 2.58% | 2 |
|