Beck Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,625
| Closed | -$251K | – | 154 |
|
|
2015
Q4 | $251K | Sell |
4,625
-1,194
| -21% | -$64.8K | 0.15% | 104 |
|
|
2015
Q3 | $303K | Sell |
5,819
-1,283
| -18% | -$66.8K | 0.21% | 80 |
|
|
2015
Q2 | $399K | Buy |
7,102
+3,086
| +77% | +$173K | 0.21% | 97 |
|
|
2015
Q1 | $218K | Hold |
4,016
| – | – | 0.12% | 130 |
|
|
2014
Q4 | $220K | Sell |
4,016
-374
| -9% | -$20.5K | 0.13% | 136 |
|
|
2014
Q3 | $224K | Sell |
4,390
-1,240
| -22% | -$63.3K | 0.16% | 137 |
|
|
2014
Q2 | $296K | Buy |
+5,630
| New | +$296K | 0.2% | 118 |
|