Ancora Family 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
2016
Q3
$2.91M Buy
65,790
+13,099
+25% +$580K 0.99% 24
2016
Q2
$2.49M Buy
52,691
+2,682
+5% +$127K 0.94% 27
2016
Q1
$2.42M Buy
50,009
+5,211
+12% +$252K 0.99% 29
2015
Q4
$2.44M Sell
44,798
-5,519
-11% -$300K 1.04% 28
2015
Q3
$2.58M Buy
+50,317
New +$2.58M 1.08% 23