CFS LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,937
| Closed | -$271K | – | 40 |
|
|
2014
Q4 | $271K | Buy |
4,937
+577
| +13% | +$31.7K | 0.39% | 34 |
|
|
2014
Q3 | $226K | Sell |
4,360
-35
| -0.8% | -$1.81K | 0.19% | 50 |
|
|
2014
Q2 | $222K | Hold |
4,395
| – | – | 0.17% | 45 |
|
|
2014
Q1 | $219K | Hold |
4,395
| – | – | 0.19% | 43 |
|
|
2013
Q4 | $200K | Hold |
4,395
| – | – | 0.19% | 40 |
|
|
2013
Q3 | $188K | Hold |
4,395
| – | – | 0.18% | 42 |
|
|
2013
Q2 | $181K | Buy |
+4,395
| New | +$181K | 0.17% | 45 |
|