First New York Securities’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Hold |
0
| – | – | – | 197 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 279 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 257 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 235 |
|
|
2015
Q3 | – | Sell |
-820
| Closed | -$46.1K | – | 449 |
|
|
2015
Q2 | $46.1K | Sell |
820
-439
| -35% | -$24.7K | 0.02% | 195 |
|
|
2015
Q1 | $68.5K | Buy |
1,259
+259
| +26% | +$14.1K | 0.07% | 119 |
|
|
2014
Q4 | $54.8K | Buy |
+1,000
| New | +$54.8K | 0.1% | 127 |
|
|
2014
Q3 | – | Sell |
-1,500
| Closed | -$78.8K | – | 544 |
|
|
2014
Q2 | $78.8K | Buy |
+1,500
| New | +$78.8K | 0.08% | 60 |
|