FMA Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $583K | Buy |
+10,367
| New | +$583K | 0.37% | 71 |
|
|
2014
Q4 | $1.97M | Sell |
35,868
-310
| -0.9% | -$17K | 0.69% | 55 |
|
|
2014
Q3 | $1.88M | Sell |
36,178
-51
| -0.1% | -$2.65K | 0.69% | 51 |
|
|
2014
Q2 | $1.9M | Sell |
36,229
-228
| -0.6% | -$12K | 0.7% | 53 |
|
|
2014
Q1 | $1.81M | Sell |
36,457
-1,697
| -4% | -$84.4K | 0.71% | 52 |
|
|
2013
Q4 | $1.73M | Buy |
38,154
+39
| +0.1% | +$1.77K | 0.71% | 51 |
|
|
2013
Q3 | $1.58M | Sell |
38,115
-468
| -1% | -$19.3K | 0.63% | 53 |
|
|
2013
Q2 | $1.59M | Buy |
+38,583
| New | +$1.59M | 0.67% | 50 |
|