Cowen Prime Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20
| Closed | -$1K | – | 231 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 235 |
|
|
2016
Q2 | $1K | Buy |
20
+1
| +5% | +$50 | ﹤0.01% | 218 |
|
|
2016
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 220 |
|
|
2015
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 220 |
|
|
2015
Q3 | $1K | Sell |
19
-188
| -91% | -$9.9K | ﹤0.01% | 231 |
|
|
2015
Q2 | $12K | Sell |
207
-4,294
| -95% | -$249K | ﹤0.01% | 201 |
|
|
2015
Q1 | $245K | Sell |
4,501
-17
| -0.4% | -$925 | 0.1% | 101 |
|
|
2014
Q4 | $248K | Buy |
4,518
+27
| +0.6% | +$1.48K | 0.1% | 100 |
|
|
2014
Q3 | $233K | Sell |
4,491
-67
| -1% | -$3.48K | 0.1% | 97 |
|
|
2014
Q2 | $240K | Sell |
4,558
-426
| -9% | -$22.4K | 0.09% | 86 |
|
|
2014
Q1 | $248K | Buy |
4,984
+919
| +23% | +$45.7K | 0.09% | 86 |
|
|
2013
Q4 | $185K | Sell |
4,065
-39
| -1% | -$1.78K | 0.07% | 101 |
|
|
2013
Q3 | $170K | Buy |
4,104
+694
| +20% | +$28.7K | 0.07% | 118 |
|
|
2013
Q2 | $141K | Buy |
+3,410
| New | +$141K | 0.06% | 125 |
|