Index Management Solutions’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $46K | Buy |
887
+43
| +5% | +$2.23K | 0.05% | 205 |
|
|
2015
Q2 | $47K | Buy |
844
+525
| +165% | +$29.2K | 0.04% | 261 |
|
|
2015
Q1 | $17K | Sell |
319
-343
| -52% | -$18.3K | 0.01% | 438 |
|
|
2014
Q4 | $36K | Sell |
662
-762
| -54% | -$41.4K | 0.01% | 554 |
|
|
2014
Q3 | $74K | Sell |
1,424
-17,124
| -92% | -$890K | 0.01% | 778 |
|
|
2014
Q2 | $975K | Buy |
18,548
+17,728
| +2,162% | +$932K | 0.12% | 153 |
|
|
2014
Q1 | $41K | Sell |
820
-1,033
| -56% | -$51.7K | 0.01% | 944 |
|
|
2013
Q4 | $84K | Sell |
1,853
-220
| -11% | -$9.97K | 0.02% | 259 |
|
|
2013
Q3 | $86K | Buy |
+2,073
| New | +$86K | 0.03% | 242 |
|