CWA
Constellation Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-17,964
| Closed | -$894K | – | 217 |
|
|
2014
Q1 | $894K | Buy |
17,964
+660
| +4% | +$32.8K | 0.09% | 128 |
|
|
2013
Q4 | $786K | Sell |
17,304
-346
| -2% | -$15.7K | 0.08% | 136 |
|
|
2013
Q3 | $729K | Buy |
17,650
+912
| +5% | +$37.7K | 0.08% | 127 |
|
|
2013
Q2 | $691K | Buy |
+16,738
| New | +$691K | 0.08% | 127 |
|