Girard Securities’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,672
| Closed | -$426K | – | 160 |
|
|
2017
Q2 | $426K | Sell |
7,672
-859
| -10% | -$47.7K | 0.32% | 75 |
|
|
2017
Q1 | $475K | Buy |
8,531
+566
| +7% | +$31.5K | 0.41% | 71 |
|
|
2016
Q4 | $439K | Buy |
7,965
+3,281
| +70% | +$181K | 0.38% | 77 |
|
|
2016
Q3 | $207K | Sell |
4,684
-782
| -14% | -$34.6K | 0.21% | 137 |
|
|
2016
Q2 | $256K | Sell |
5,466
-845
| -13% | -$39.6K | 0.23% | 118 |
|
|
2016
Q1 | $308K | Sell |
6,311
-592
| -9% | -$28.9K | 0.3% | 99 |
|
|
2015
Q4 | $374K | Buy |
+6,903
| New | +$374K | 0.37% | 81 |
|