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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,747
| Closed | -$323K | – | 85 |
|
|
2015
Q2 | $323K | Sell |
5,747
-160
| -3% | -$8.99K | 0.11% | 71 |
|
|
2015
Q1 | $321K | Buy |
5,907
+21
| +0.4% | +$1.14K | 0.11% | 69 |
|
|
2014
Q4 | $323K | Sell |
5,886
-275
| -4% | -$15.1K | 0.1% | 69 |
|
|
2014
Q3 | $320K | Hold |
6,161
| – | – | 0.11% | 68 |
|
|
2014
Q2 | $324K | Sell |
6,161
-275
| -4% | -$14.5K | 0.1% | 69 |
|
|
2014
Q1 | $320K | Hold |
6,436
| – | – | 0.11% | 68 |
|
|
2013
Q4 | $292K | Sell |
6,436
-335
| -5% | -$15.2K | 0.1% | 67 |
|
|
2013
Q3 | $280K | Buy |
+6,771
| New | +$280K | 0.11% | 64 |
|