Goodman Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-85,639
| Closed | -$4.05M | – | 43 |
|
|
2016
Q2 | $4.05M | Buy |
85,639
+662
| +0.8% | +$31.3K | 2.42% | 24 |
|
|
2016
Q1 | $4.11M | Buy |
84,977
+1,120
| +1% | +$54.2K | 2.51% | 23 |
|
|
2015
Q4 | $4.56M | Buy |
83,857
+1,265
| +2% | +$68.8K | 2.76% | 17 |
|
|
2015
Q3 | $4.24M | Buy |
82,592
+5,045
| +7% | +$259K | 2.7% | 17 |
|
|
2015
Q2 | $4.36M | Buy |
+77,547
| New | +$4.36M | 2.73% | 19 |
|