CS
Credential Securities’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.66M | Sell |
30,013
-1,652
| -5% | -$91.6K | 0.38% | 46 |
|
|
2018
Q1 | $1.66M | Sell |
31,665
-5,001
| -14% | -$262K | 0.4% | 46 |
|
|
2017
Q4 | $2.23M | Sell |
36,666
-321
| -0.9% | -$19.5K | 0.54% | 43 |
|
|
2017
Q3 | $2.04M | Sell |
36,987
-5,614
| -13% | -$310K | 0.55% | 44 |
|
|
2017
Q2 | $2.38M | Buy |
42,601
+1,479
| +4% | +$82.5K | 0.73% | 41 |
|
|
2017
Q1 | $2.29M | Buy |
41,122
+403
| +1% | +$22.4K | 0.8% | 34 |
|
|
2016
Q4 | $2.24M | Buy |
40,719
+1,351
| +3% | +$74.5K | 0.9% | 32 |
|
|
2016
Q3 | $1.74M | Buy |
39,368
+1,079
| +3% | +$47.8K | 0.79% | 31 |
|
|
2016
Q2 | $1.81M | Buy |
38,289
+1,134
| +3% | +$53.7K | 0.94% | 25 |
|
|
2016
Q1 | $1.8M | Buy |
37,155
+1,176
| +3% | +$56.9K | 1.04% | 20 |
|
|
2015
Q4 | $1.95M | Buy |
35,979
+1,281
| +4% | +$69.6K | 1.28% | 16 |
|
|
2015
Q3 | $1.78M | Buy |
34,698
+1,289
| +4% | +$66.1K | 1.24% | 15 |
|
|
2015
Q2 | $1.88M | Buy |
33,409
+1,565
| +5% | +$88K | 1.19% | 19 |
|
|
2015
Q1 | $1.73M | Buy |
31,844
+1,774
| +6% | +$96.6K | 1.13% | 21 |
|
|
2014
Q4 | $1.65M | Buy |
30,070
+1,563
| +5% | +$85.7K | 1.07% | 21 |
|
|
2014
Q3 | $1.47M | Buy |
28,507
+1,763
| +7% | +$91.1K | 0.99% | 21 |
|
|
2014
Q2 | $1.41M | Buy |
26,744
+2,179
| +9% | +$114K | 0.93% | 24 |
|
|
2014
Q1 | $1.22M | Buy |
+24,565
| New | +$1.22M | 0.91% | 30 |
|