D.A. Davidson & Co’s Wells Fargo & Company Ws WFC.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,488
| Closed | -$121K | – | 2281 |
|
|
2017
Q2 | $121K | Buy |
5,488
+4,300
| +362% | +$94.8K | ﹤0.01% | 1187 |
|
|
2017
Q1 | $26K | Buy |
1,188
+40
| +3% | +$875 | ﹤0.01% | 1759 |
|
|
2016
Q4 | $24K | Buy |
1,148
+948
| +474% | +$19.8K | ﹤0.01% | 1874 |
|
|
2016
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 2316 |
|
|
2016
Q2 | $2K | Buy |
200
+109
| +120% | +$1.09K | ﹤0.01% | 2261 |
|
|
2016
Q1 | $1K | Hold |
91
| – | – | ﹤0.01% | 2233 |
|
|
2015
Q4 | $1K | Buy |
+91
| New | +$1K | ﹤0.01% | 2198 |
|