Fiduciary Services Corp’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $3.29M | Buy |
60,412
+3,789
| +7% | +$206K | 1.08% | 30 |
|
2014
Q4 | $3.1M | Buy |
56,623
+1,267
| +2% | +$69.5K | 1.07% | 32 |
|
2014
Q3 | $2.87M | Buy |
55,356
+5,073
| +10% | +$263K | 1.05% | 33 |
|
2014
Q2 | $2.64M | Buy |
50,283
+2,138
| +4% | +$112K | 0.99% | 36 |
|
2014
Q1 | $2.4M | Sell |
48,145
-582
| -1% | -$29K | 0.95% | 35 |
|
2013
Q4 | $2.21M | Buy |
48,727
+651
| +1% | +$29.6K | 0.89% | 40 |
|
2013
Q3 | $1.99M | Sell |
48,076
-10,489
| -18% | -$434K | 0.88% | 41 |
|
2013
Q2 | $2.42M | Buy |
+58,565
| New | +$2.42M | 1.07% | 34 |
|