Gupta Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.73M | Sell |
35,719
-3,759
| -10% | -$182K | 0.4% | 60 |
|
|
2015
Q4 | $2.15M | Sell |
39,478
-10,454
| -21% | -$568K | 0.55% | 43 |
|
|
2015
Q3 | $2.56M | Sell |
49,932
-11,950
| -19% | -$614K | 0.62% | 39 |
|
|
2015
Q2 | $3.48M | Buy |
61,882
+1,744
| +3% | +$98.1K | 0.85% | 25 |
|
|
2015
Q1 | $3.27M | Buy |
+60,138
| New | +$3.27M | 0.96% | 24 |
|