Aveo Capital Partners’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-3,737
Closed -$207K 147
2017
Q2
$207K Sell
3,737
-1,327
-26% -$73.5K 0.07% 119
2017
Q1
$282K Sell
5,064
-4,483
-47% -$250K 0.1% 87
2016
Q4
$526K Buy
+9,547
New +$526K 0.15% 97