Constellation Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $5.02M | Buy |
103,713
+1,800
| +2% | +$87.1K | 0.92% | 18 |
|
|
2015
Q4 | $5.54M | Buy |
101,913
+1,400
| +1% | +$76.1K | 1.04% | 17 |
|
|
2015
Q3 | $5.16M | Sell |
100,513
-200
| -0.2% | -$10.3K | 1.07% | 15 |
|
|
2015
Q2 | $5.66M | Buy |
100,713
+1,400
| +1% | +$78.7K | 1.08% | 14 |
|
|
2015
Q1 | $5.4M | Buy |
99,313
+3,600
| +4% | +$196K | 1.03% | 16 |
|
|
2014
Q4 | $5.25M | Buy |
95,713
+3,500
| +4% | +$192K | 1.06% | 16 |
|
|
2014
Q3 | $4.78M | Buy |
92,213
+800
| +0.9% | +$41.5K | 1.06% | 16 |
|
|
2014
Q2 | $4.81M | Buy |
91,413
+1,700
| +2% | +$89.4K | 1.11% | 15 |
|
|
2014
Q1 | $4.46M | Buy |
89,713
+1,700
| +2% | +$84.6K | 1.09% | 15 |
|
|
2013
Q4 | $4M | Buy |
88,013
+5,700
| +7% | +$259K | 1.02% | 18 |
|
|
2013
Q3 | $3.4M | Buy |
82,313
+3,400
| +4% | +$140K | 1.04% | 17 |
|
|
2013
Q2 | $3.26M | Buy |
+78,913
| New | +$3.26M | 1.13% | 17 |
|