Community Financial System’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.24M | Buy |
23,930
+3,564
| +17% | +$185K | 0.27% | 76 |
|
|
2014
Q2 | $1.07M | Buy |
20,366
+197
| +1% | +$10.4K | 0.23% | 80 |
|
|
2014
Q1 | $1M | Buy |
20,169
+230
| +1% | +$11.4K | 0.22% | 81 |
|
|
2013
Q4 | $905K | Hold |
19,939
| – | – | 0.2% | 86 |
|
|
2013
Q3 | $823K | Sell |
19,939
-1,040
| -5% | -$42.9K | 0.2% | 90 |
|
|
2013
Q2 | $866K | Buy |
+20,979
| New | +$866K | 0.24% | 80 |
|