Capital Investment Services of America’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 |
-3,983
| Closed | -$217K | – | 71 |
|
|
2015
Q4 | $217K | Hold |
3,983
| – | – | 0.04% | 68 |
|
|
2015
Q3 | $205K | Buy |
+3,983
| New | +$205K | 0.05% | 60 |
|
|
2015
Q2 | – | Sell |
-4,483
| Closed | -$244K | – | 62 |
|
|
2015
Q1 | $244K | Sell |
4,483
-21,000
| -82% | -$1.14M | 0.06% | 53 |
|
|
2014
Q4 | $1.4M | Buy |
+25,483
| New | +$1.4M | 0.32% | 43 |
|