Integrated Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.12M | Buy |
20,105
+1,436
| +8% | +$79.9K | 0.37% | 76 |
|
|
2016
Q4 | $1.03M | Buy |
18,669
+831
| +5% | +$45.8K | 0.38% | 77 |
|
|
2016
Q3 | $790K | Sell |
17,838
-5,060
| -22% | -$224K | 0.28% | 81 |
|
|
2016
Q2 | $1.08M | Buy |
22,898
+3,015
| +15% | +$143K | 0.42% | 57 |
|
|
2016
Q1 | $962K | Buy |
19,883
+347
| +2% | +$16.8K | 0.41% | 61 |
|
|
2015
Q4 | $1.06M | Buy |
19,536
+1,517
| +8% | +$82.5K | 0.46% | 56 |
|
|
2015
Q3 | $925K | Sell |
18,019
-4,856
| -21% | -$249K | 0.41% | 58 |
|
|
2015
Q2 | $1.29M | Buy |
22,875
+129
| +0.6% | +$7.25K | 0.5% | 43 |
|
|
2015
Q1 | $1.24M | Buy |
+22,746
| New | +$1.24M | 0.52% | 40 |
|