Croft-Leominster’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 | – | Sell |
-4,878
| Closed | -$265K | – | 182 |
|
|
2015
Q4 | $265K | Sell |
4,878
-300
| -6% | -$16.3K | 0.06% | 144 |
|
|
2015
Q3 | $266K | Hold |
5,178
| – | – | 0.06% | 137 |
|
|
2015
Q2 | $291K | Hold |
5,178
| – | – | 0.06% | 137 |
|
|
2015
Q1 | $282K | Sell |
5,178
-30
| -0.6% | -$1.63K | 0.05% | 138 |
|
|
2014
Q4 | $286K | Hold |
5,208
| – | – | 0.05% | 138 |
|
|
2014
Q3 | $270K | Sell |
5,208
-235
| -4% | -$12.2K | 0.05% | 138 |
|
|
2014
Q2 | $286K | Sell |
5,443
-140
| -3% | -$7.36K | 0.05% | 133 |
|
|
2014
Q1 | $277K | Sell |
5,583
-300
| -5% | -$14.9K | 0.04% | 138 |
|
|
2013
Q4 | $267K | Sell |
5,883
-200
| -3% | -$9.08K | 0.04% | 146 |
|
|
2013
Q3 | $251K | Hold |
6,083
| – | – | 0.04% | 145 |
|
|
2013
Q2 | $251K | Buy |
+6,083
| New | +$251K | 0.04% | 142 |
|