Family Capital Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-200
| Closed | -$11K | – | 76 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | 0.01% | 72 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | 0.01% | 79 |
|
|
2015
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 98 |
|
|
2015
Q1 | – | Sell |
-139
| Closed | -$8K | – | 94 |
|
|
2014
Q4 | $8K | Buy |
+139
| New | +$8K | ﹤0.01% | 92 |
|