Diversified Portfolios Inc’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 |
-5,590
| Closed | -$248K | – | 52 |
|
|
2016
Q3 | $248K | Sell |
5,590
-954
| -15% | -$42.3K | 0.16% | 36 |
|
|
2016
Q2 | $310K | Hold |
6,544
| – | – | 0.19% | 34 |
|
|
2016
Q1 | $316K | Hold |
6,544
| – | – | 0.2% | 32 |
|
|
2015
Q4 | $356K | Sell |
6,544
-1,423
| -18% | -$77.4K | 0.23% | 29 |
|
|
2015
Q3 | $409K | Hold |
7,967
| – | – | 0.27% | 27 |
|
|
2015
Q2 | $456K | Hold |
7,967
| – | – | 0.29% | 26 |
|
|
2015
Q1 | $433K | Hold |
7,967
| – | – | 0.27% | 30 |
|
|
2014
Q4 | $437K | Buy |
+7,967
| New | +$437K | 0.26% | 41 |
|