Financial Partners Capital 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
Sell
-17,849
Closed -$845K 108
2016
Q2
$845K Buy
17,849
+372
+2% +$17.6K 0.23% 69
2016
Q1
$845K Sell
17,477
-216
-1% -$10.4K 0.21% 71
2015
Q4
$962K Buy
+17,693
New +$962K 0.23% 72