Investors Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,180
| Closed | -$220K | – | 84 |
|
|
2014
Q2 | $220K | Hold |
4,180
| – | – | 0.17% | 74 |
|
|
2014
Q1 | $208K | Hold |
4,180
| – | – | 0.17% | 73 |
|
|
2013
Q4 | $190K | Sell |
4,180
-796
| -16% | -$36.2K | 0.15% | 95 |
|
|
2013
Q3 | $206K | Hold |
4,976
| – | – | 0.04% | 91 |
|
|
2013
Q2 | $205K | Buy |
+4,976
| New | +$205K | 0.03% | 96 |
|