CAZ Investments’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
-13,248
Closed -$745K 97
2015
Q2
$745K Sell
13,248
-72
-0.5% -$4.05K 0.39% 49
2015
Q1
$725K Buy
13,320
+308
+2% +$16.8K 0.51% 49
2014
Q4
$713K Buy
+13,012
New +$713K 0.51% 58