Investors Capital Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.14M | Sell |
24,027
-1,285
| -5% | -$60.7K | 0.22% | 126 |
|
|
2016
Q1 | $1.22M | Sell |
25,312
-133
| -0.5% | -$6.43K | 0.24% | 110 |
|
|
2015
Q4 | $1.38M | Sell |
25,445
-2,151
| -8% | -$117K | 0.27% | 86 |
|
|
2015
Q3 | $1.42M | Buy |
27,596
+3,043
| +12% | +$156K | 0.28% | 84 |
|
|
2015
Q2 | $1.38M | Sell |
24,553
-644
| -3% | -$36.2K | 0.25% | 100 |
|
|
2015
Q1 | $1.37M | Buy |
25,197
+930
| +4% | +$50.6K | 0.26% | 104 |
|
|
2014
Q4 | $1.33M | Buy |
24,267
+9
| +0% | +$493 | 0.25% | 104 |
|
|
2014
Q3 | $1.26M | Buy |
24,258
+2,893
| +14% | +$150K | 0.25% | 105 |
|
|
2014
Q2 | $1.12M | Buy |
21,365
+1,043
| +5% | +$54.8K | 0.18% | 173 |
|
|
2014
Q1 | $1.01M | Sell |
20,322
-790
| -4% | -$39.3K | 0.22% | 137 |
|
|
2013
Q4 | $958K | Buy |
21,112
+1,068
| +5% | +$48.5K | 0.22% | 128 |
|
|
2013
Q3 | $828K | Buy |
20,044
+716
| +4% | +$29.6K | 0.21% | 131 |
|
|
2013
Q2 | $797K | Buy |
+19,328
| New | +$797K | 0.24% | 115 |
|