CT Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $73.6K | Sell |
1,323
-18
| -1% | -$1K | 0.05% | 233 |
|
|
2016
Q4 | $73.9K | Hold |
1,341
| – | – | 0.05% | 224 |
|
|
2016
Q3 | $59.4K | Buy |
1,341
+125
| +10% | +$5.54K | 0.04% | 248 |
|
|
2016
Q2 | $57.6K | Hold |
1,216
| – | – | 0.04% | 250 |
|
|
2016
Q1 | $58.8K | Sell |
1,216
-448
| -27% | -$21.7K | 0.03% | 273 |
|
|
2015
Q4 | $90.5K | Hold |
1,664
| – | – | 0.05% | 217 |
|
|
2015
Q3 | $85.4K | Hold |
1,664
| – | – | 0.05% | 229 |
|
|
2015
Q2 | $93.6K | Sell |
1,664
-119
| -7% | -$6.69K | 0.05% | 227 |
|
|
2015
Q1 | $97K | Hold |
1,783
| – | – | 0.05% | 229 |
|
|
2014
Q4 | $97.7K | Buy |
+1,783
| New | +$97.7K | 0.07% | 173 |
|
|
2014
Q1 | $97K | Buy |
+1,783
| New | +$97K | 0.05% | 229 |
|