FDO Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-44,814
| Closed | -$2.47M | – | 292 |
|
|
2016
Q4 | $2.47M | Buy |
44,814
+9,481
| +27% | +$523K | 0.99% | 20 |
|
|
2016
Q3 | $1.57M | Buy |
35,333
+23,370
| +195% | +$1.04M | 0.68% | 56 |
|
|
2016
Q2 | $566K | Buy |
+11,963
| New | +$566K | 0.31% | 132 |
|
|
2016
Q1 | – | Sell |
-18,814
| Closed | -$1.02M | – | 341 |
|
|
2015
Q4 | $1.02M | Buy |
+18,814
| New | +$1.02M | 0.58% | 70 |
|