AmeriServ Wealth Advisors’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 | – | Sell |
-6,000
| Closed | -$329K | – | 123 |
|
|
2014
Q4 | $329K | Hold |
6,000
| – | – | 0.32% | 82 |
|
|
2014
Q3 | $311K | Hold |
6,000
| – | – | 0.54% | 72 |
|
|
2014
Q2 | $315K | Sell |
6,000
-500
| -8% | -$26.3K | 0.34% | 81 |
|
|
2014
Q1 | $323K | Sell |
6,500
-8,698
| -57% | -$432K | 0.32% | 86 |
|
|
2013
Q4 | $690K | Buy |
15,198
+3,900
| +35% | +$177K | 0.41% | 73 |
|
|
2013
Q3 | $467K | Buy |
11,298
+3,101
| +38% | +$128K | 0.3% | 103 |
|
|
2013
Q2 | $338K | Buy |
+8,197
| New | +$338K | 0.22% | 126 |
|