Impax Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-37,904
| Closed | -$1.68M | – | 197 |
|
2016
Q3 | $1.68M | Buy |
37,904
+3,200
| +9% | +$142K | 0.1% | 126 |
|
2016
Q2 | $1.64M | Buy |
34,704
+5,000
| +17% | +$237K | 0.1% | 130 |
|
2016
Q1 | $1.44M | Buy |
29,704
+5,104
| +21% | +$247K | 0.08% | 166 |
|
2015
Q4 | $1.34M | Buy |
+24,600
| New | +$1.34M | 0.07% | 157 |
|