Foundry Partners’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 | – | Sell |
-3,700
| Closed | -$203K | – | 283 |
|
|
2014
Q4 | $203K | Sell |
3,700
-327,495
| -99% | -$18M | 0.02% | 239 |
|
|
2014
Q3 | $17.2M | Buy |
331,195
+17,105
| +5% | +$887K | 1.59% | 6 |
|
|
2014
Q2 | $16.5M | Buy |
314,090
+44,780
| +17% | +$2.35M | 1.53% | 6 |
|
|
2014
Q1 | $13.4M | Sell |
269,310
-56,585
| -17% | -$2.81M | 1.25% | 10 |
|
|
2013
Q4 | $14.8M | Buy |
+325,895
| New | +$14.8M | 1.33% | 11 |
|