Aris Wealth Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $34K | Sell |
655
-2,576
| -80% | -$134K | 0.07% | 118 |
|
|
2015
Q2 | $182K | Buy |
3,231
+956
| +42% | +$53.9K | 0.17% | 107 |
|
|
2015
Q1 | $124K | Buy |
+2,275
| New | +$124K | 0.12% | 126 |
|
|
2014
Q1 | – | Sell |
-5,155
| Closed | -$234K | – | 109 |
|
|
2013
Q4 | $234K | Sell |
5,155
-503
| -9% | -$22.8K | 0.39% | 78 |
|
|
2013
Q3 | $234K | Buy |
+5,658
| New | +$234K | 0.43% | 73 |
|