IAA
Ironsides Asset Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,460
| Closed | -$466K | – | 143 |
|
|
2016
Q4 | $466K | Buy |
8,460
+46
| +0.5% | +$2.53K | 0.13% | 105 |
|
|
2016
Q3 | $373K | Buy |
8,414
+1,766
| +27% | +$78.3K | 0.1% | 123 |
|
|
2016
Q2 | $315K | Sell |
6,648
-2,380
| -26% | -$113K | 0.1% | 118 |
|
|
2016
Q1 | $437K | Buy |
9,028
+5,090
| +129% | +$246K | 0.11% | 117 |
|
|
2015
Q4 | $214K | Buy |
+3,938
| New | +$214K | 0.06% | 143 |
|
|
2014
Q3 | – | Sell |
-4,943
| Closed | -$260K | – | 173 |
|
|
2014
Q2 | $260K | Buy |
+4,943
| New | +$260K | 0.08% | 144 |
|