Front Barnett Associates’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 | – | Sell |
-86,260
| Closed | -$4.69M | – | 121 |
|
|
2015
Q1 | $4.69M | Sell |
86,260
-1,578
| -2% | -$85.9K | 0.86% | 40 |
|
|
2014
Q4 | $4.82M | Sell |
87,838
-4,373
| -5% | -$240K | 0.91% | 38 |
|
|
2014
Q3 | $4.78M | Sell |
92,211
-5,679
| -6% | -$295K | 0.92% | 38 |
|
|
2014
Q2 | $5.15M | Sell |
97,890
-4,755
| -5% | -$250K | 0.95% | 40 |
|
|
2014
Q1 | $5.11M | Sell |
102,645
-5,790
| -5% | -$288K | 0.99% | 38 |
|
|
2013
Q4 | $4.92M | Sell |
108,435
-11,343
| -9% | -$515K | 0.96% | 39 |
|
|
2013
Q3 | $4.95M | Sell |
119,778
-9,667
| -7% | -$399K | 1.06% | 37 |
|
|
2013
Q2 | $5.34M | Buy |
+129,445
| New | +$5.34M | 1.23% | 33 |
|