Elite Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $34K | Sell |
772
-10,413
| -93% | -$459K | 0.06% | 71 |
|
|
2016
Q2 | $529K | Sell |
11,185
-8,984
| -45% | -$425K | 0.87% | 29 |
|
|
2016
Q1 | $975K | Sell |
20,169
-887
| -4% | -$42.9K | 1.38% | 21 |
|
|
2015
Q4 | $1.14M | Buy |
21,056
+4,610
| +28% | +$250K | 1.7% | 19 |
|
|
2015
Q3 | $844K | Sell |
16,446
-6,221
| -27% | -$319K | 1.33% | 29 |
|
|
2015
Q2 | $1.27M | Sell |
22,667
-2,553
| -10% | -$143K | 1.32% | 23 |
|
|
2015
Q1 | $1.37M | Buy |
25,220
+13,419
| +114% | +$729K | 1.21% | 27 |
|
|
2014
Q4 | $646K | Sell |
11,801
-208
| -2% | -$11.4K | 0.62% | 39 |
|
|
2014
Q3 | $623K | Sell |
12,009
-2,630
| -18% | -$136K | 0.56% | 35 |
|
|
2014
Q2 | $769K | Sell |
14,639
-4,711
| -24% | -$247K | 0.77% | 35 |
|
|
2014
Q1 | $962K | Sell |
19,350
-3,931
| -17% | -$195K | 0.78% | 36 |
|
|
2013
Q4 | $1.06M | Buy |
23,281
+20,482
| +732% | +$930K | 0.77% | 35 |
|
|
2013
Q3 | $116K | Buy |
2,799
+689
| +33% | +$28.6K | 0.1% | 113 |
|
|
2013
Q2 | $87K | Buy |
+2,110
| New | +$87K | 0.13% | 78 |
|