Foresters Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-82,245
| Closed | -$5.68M | – | 70 |
|
|
2017
Q3 | $5.68M | Buy |
82,245
+35,950
| +78% | +$2.48M | 2.19% | 9 |
|
|
2017
Q2 | $3.33M | Buy |
46,295
+31,700
| +217% | +$2.28M | 1.36% | 11 |
|
|
2017
Q1 | $1.08M | Sell |
14,595
-18,100
| -55% | -$1.34M | 0.5% | 33 |
|
|
2016
Q4 | $1.8M | Buy |
32,695
+10,800
| +49% | +$595K | 1.02% | 19 |
|
|
2016
Q3 | $969K | Buy |
21,895
+15,700
| +253% | +$695K | 0.5% | 40 |
|
|
2016
Q2 | $293K | Buy |
+6,195
| New | +$293K | 0.15% | 64 |
|