Community Financial Services Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,423
| Closed | -$73K | – | 228 |
|
|
2015
Q3 | $73K | Buy |
1,423
+10
| +0.7% | +$513 | 0.04% | 103 |
|
|
2015
Q2 | $79K | Sell |
1,413
-223
| -14% | -$12.5K | 0.04% | 104 |
|
|
2015
Q1 | $89K | Buy |
1,636
+223
| +16% | +$12.1K | 0.04% | 99 |
|
|
2014
Q4 | $77K | Buy |
1,413
+93
| +7% | +$5.07K | 0.04% | 111 |
|
|
2014
Q3 | $69K | Sell |
1,320
-395
| -23% | -$20.6K | 0.03% | 106 |
|
|
2014
Q2 | $90K | Sell |
1,715
-43
| -2% | -$2.26K | 0.04% | 93 |
|
|
2014
Q1 | $88K | Buy |
+1,758
| New | +$88K | 0.04% | 95 |
|
|
2013
Q4 | – | Sell |
-1,715
| Closed | -$71K | – | 193 |
|
|
2013
Q3 | $71K | Buy |
1,715
+820
| +92% | +$33.9K | 0.04% | 94 |
|
|
2013
Q2 | $37K | Buy |
+895
| New | +$37K | 0.02% | 124 |
|