HP
HT Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,671
| Closed | -$201K | – | 49 |
|
|
2014
Q4 | $201K | Buy |
+3,671
| New | +$201K | 0.13% | 36 |
|
|
2014
Q2 | – | Sell |
-4,072
| Closed | -$203K | – | 33 |
|
|
2014
Q1 | $203K | Sell |
4,072
-36,664
| -90% | -$1.83M | 0.13% | 28 |
|
|
2013
Q4 | $1.85M | Sell |
40,736
-658
| -2% | -$29.9K | 1.18% | 20 |
|
|
2013
Q3 | $1.71M | Sell |
41,394
-27,849
| -40% | -$1.15M | 1.11% | 23 |
|
|
2013
Q2 | $2.86M | Buy |
+69,243
| New | +$2.86M | 2.44% | 18 |
|