Commonwealth Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $284K | Sell |
5,159
-80
| -2% | -$4.4K | 0.31% | 40 |
|
|
2016
Q4 | $289K | Sell |
5,239
-208
| -4% | -$11.5K | 0.28% | 44 |
|
|
2016
Q3 | $241K | Buy |
5,447
+2,376
| +77% | +$105K | 0.23% | 53 |
|
|
2016
Q2 | $145K | Sell |
3,071
-563
| -15% | -$26.6K | 0.17% | 57 |
|
|
2016
Q1 | $176K | Sell |
3,634
-2,088
| -36% | -$101K | 0.26% | 40 |
|
|
2015
Q4 | $311K | Buy |
+5,722
| New | +$311K | 1.06% | 31 |
|