Dunvegan Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $58K | Hold |
1,060
| – | – | 0.07% | 86 |
|
|
2015
Q3 | $54K | Hold |
1,060
| – | – | 0.06% | 88 |
|
|
2015
Q2 | $60K | Buy |
1,060
+860
| +430% | +$48.7K | 0.07% | 85 |
|
|
2015
Q1 | $11K | Hold |
200
| – | – | 0.01% | 165 |
|
|
2014
Q4 | $11K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2014
Q3 | $10K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2014
Q2 | $11K | Hold |
200
| – | – | 0.01% | 158 |
|
|
2014
Q1 | $10K | Buy |
+200
| New | +$10K | 0.01% | 172 |
|