Gary Goldberg Planning Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $43K | Hold |
787
| – | – | 0.02% | 233 |
|
|
2014
Q3 | $41K | Buy |
787
+149
| +23% | +$7.76K | 0.02% | 254 |
|
|
2014
Q2 | $34K | Buy |
638
+538
| +538% | +$28.7K | 0.02% | 256 |
|
|
2014
Q1 | $5K | Sell |
100
-100
| -50% | -$5K | ﹤0.01% | 359 |
|
|
2013
Q4 | $9K | Hold |
200
| – | – | 0.01% | 296 |
|
|
2013
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 304 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | 0.01% | 313 |
|