Gratry & Company’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 |
-16,485
| Closed | -$748K | – | 75 |
|
|
2014
Q4 | $748K | Buy |
16,485
+12,404
| +304% | +$563K | 0.25% | 47 |
|
|
2014
Q3 | $212K | Sell |
4,081
-3,915
| -49% | -$203K | 0.11% | 61 |
|
|
2014
Q2 | $420K | Sell |
7,996
-300
| -4% | -$15.8K | 0.17% | 54 |
|
|
2014
Q1 | $413K | Sell |
8,296
-8,189
| -50% | -$408K | 0.15% | 56 |
|
|
2013
Q4 | $748K | Sell |
16,485
-1,037
| -6% | -$47.1K | 0.25% | 47 |
|
|
2013
Q3 | $724K | Sell |
17,522
-235
| -1% | -$9.71K | 0.26% | 47 |
|
|
2013
Q2 | $733K | Buy |
+17,757
| New | +$733K | 0.29% | 43 |
|